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TWRU PRIVATE WEALTH MANAGEMENT, LLC
CRD 117222 · SEC 801-66991
527 E. AIRPORT AVE, BATON ROUGE, LA, 70806, United States
Phone
225-926-1050
Fax
225-923-1808
Registration
— (—)
Source
State registered
Total AUM
$78.6M
Discretionary AUM
$78.6M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 33 | $78.6M |
All web addresses on file
Official SEC filing: View on IAPD