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PLW FINANCIAL
PLW FINANCIAL, LLC
CRD 291315
270 RIVER CHASE WAY, NEW BRAUNFELS, TX, 78132, United States
Phone
(210) 391-0414
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$13.0M
Discretionary AUM
$13.0M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $8.1M |
All web addresses on file
Official SEC filing: View on IAPD