TLW Wealth Management, LLC

RIASEC RegisteredEst. 2019

Total AUM

$175M

Discretionary

$175M

100% of AUM

Avg account

$891K

Accounts

197

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 284598
Registered since: April 2, 2019
Website: tlw.money
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI91.85%
Individuals7.03%
Corporations / Businesses0.93%
Pension & Profit Sharing Plans0.18%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

TLW Wealth Management, LLC is an SEC-registered limited liability company that began reporting in 2019. The firm is privately owned by an individual and serves a client base composed primarily of individuals and families. It provides discretionary portfolio management for individuals, small businesses, and institutional/business clients and charges fees based on a percentage of assets under management. TLW does not identify as an active ESG investor and is not listed as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities99%
Cash & Cash Equivalents1%

Contacts

3 of 6

Jesse Vervelde
Vice President, Registered Investment Advisor RepresentativeCRD 6156783
David Vervelde
Founder, President, and Portfolio ManagerCRD 1097723
Maureen Mcanarney
Account Supervision and Compliance ManagerCRD 2153470