Tlwm Financial
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 158305
- Registered since
- February 28, 2014
- Website
- tlwmfinancial.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- HNWI58.72%
- Individuals37.44%
- Corporations / Businesses3.48%
- Charitable Organizations0.19%
- Pension & Profit Sharing Plans0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Tlwm Financial is an independent registered investment adviser organized as an LLC and SEC-registered since 2014. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory menu covers financial planning, portfolio management for individuals and small businesses, and selection of other advisers; the firm also operates as an insurance broker. Tlwm Financial charges a mix of fee arrangements — percentage of AUM, hourly, subscription and fixed fees — and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities11%
- Other4%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Owners & executives
1 of 1
Enzo Pellegrino
Founder & CEOCRD 4392184
Contacts
3 of 8
Danny Holder
Investment Adviser RepresentativeCRD 709575
Elissa Lococo
Administrative AssistantCRD 5660334
Robert Bowerman
Wealth AdvisorCRD 4697103
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$660M in ETFs
100%
$658M
0%
$2.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $128M | 171,390 | 19.38% |
Location
San Antonio, TX
Bexar
Location
San Antonio, TX
Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- Bexar
- Address
- 40 Ne Loop 410
- Time zone
- CT (UTC-6)
- Office locations
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