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TLW WEALTH MANAGEMENT, LLC
CRD 284598 · SEC 801-114938
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $12.3M |
| High net worth individuals | 34 | $161.2M |
States served
NE, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD