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TLWM FINANCIAL
TLWM, LLC
CRD 158305 · SEC 801-79214
40 NE LOOP 410, SUITE 644, SAN ANTONIO, TX, 78216, United States
Phone
1-877-348-8822
Fax
1-877-520-0059
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$605.4M
Discretionary AUM
$605.4M
Team
11 total employees; 9 advisory reps; 62 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 933 | $226.7M |
| High net worth individuals | 316 | $355.5M |
| Pension/profit sharing plans | 1 | $1.0M |
| Charitable organizations | 4 | $1.2M |
| Corporations/business entities | 8 | $21.1M |
States served
AZ, CA, CO, ME, MA, NY, OH, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD