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TLW WEALTH MANAGEMENT, LLC

CRD 284598 · SEC 801-114938

Visit website

NE, United States

Phone

402-599-9568

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$175.5M

Discretionary AUM

$175.5M

Team

5 total employees; 4 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-15

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals84$12.3M
High net worth individuals34$161.2M

States served

NE, WI, TX, FL

All web addresses on file

Official SEC filing: View on IAPD