← Back to searchVisit website
TWM WEALTH MANAGEMENT CORP
CRD 321103
1969 WILLAMETTE FALLS DRIVE, SUITE 230, WEST LINN, OR, 97068, United States
Phone
503-387-3560
Fax
503-387-5797
Registration
— (—)
Source
State registered
Total AUM
$89.9M
Discretionary AUM
$89.9M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminarsCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $39.1M |
| High net worth individuals | 26 | $49.4M |
| Corporations/business entities | 3 | $1.4M |
All web addresses on file
Official SEC filing: View on IAPD