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WARDLAW WEALTH MANAGEMENT LLC
CRD 315408
200 W. HIGHWAY 6, NO.614, WACO, TX, 76712, United States
Phone
254-776-5310
Fax
254-776-8234
Registration
— (—)
Source
State registered
Total AUM
$75.6M
Discretionary AUM
$75.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 91 | $21.7M |
| High net worth individuals | 11 | $53.8M |
| Charitable organizations | 1 | $67K |
All web addresses on file
Official SEC filing: View on IAPD