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 a fee-based registered investment adviser formed as an LLC and registered with the SEC in 2019. The firm is owned by an individual and focuses on portfolio management for individuals, small businesses and institutional/business clients. Client relationships are billed as a percentage of assets under management. TLW reports a clear tilt toward publicly traded equities as its primary investment sleeve and does not present itself as an active ESG investor.

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