TWM WEALTH MANAGEMENT CORP

RIASEC Registered

Total AUM

$89.9M

Discretionary

$89.9M

100% of AUM

Avg account

$198K

Accounts

453

Employees

Advisory reps

Firm details

Headquarters: WEST LINN, Oregon
CRD number: 321103
Custodians: CHARLES SCHWAB & CO., INC., MUTUAL SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI54.94%
Individuals43.55%
Corporations / Businesses1.5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

TWM Wealth Management Corp. is an independent registered investment adviser operating as a corporation with an individual owner. The firm serves both individual and family clients as well as institutional clients and runs a mix of advisory and financial-product activities. Its client-facing services include financial planning, portfolio management for individuals, small businesses and institutions, and educational outreach through periodicals and workshops. In addition to advisory work, the firm acts as an insurance broker and offers other financial product sales. Investment behavior is conservative and liquidity-oriented: the firm's filings show a large allocation to cash and cash equivalents and a reliance on traditional vehicles such as mutual funds and corporate debt. TWM does not appear to be an active ESG investor, it is not structured as a multi-state adviser, and it does not act as a capital allocator to third-party alternative managers.