TPW Finance LLC

Overview

TPW Finance LLC is a small, independent registered investment adviser operating as a limited liability company that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm uses a fixed-fee model and emphasizes a fiduciary-style advisory approach with individualized accounts rather than running pooled funds. Investment activity centers on core exposure through public mutual funds, supplemented by selective alternative allocations—primarily private placements and real estate—sourced through third‑party managers. TPW Finance identifies as an active ESG investor, which it integrates into manager and fund selection rather than operating as an in-house capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices