TWRU PRIVATE WEALTH MANAGEMENT, LLC

RIASEC Registered

Total AUM

$78.6M

Discretionary

$78.6M

100% of AUM

Avg account

$1.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: BATON ROUGE, Louisiana
CRD number: 117222
Website: twruwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI100%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Twru Private Wealth Management, LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm charges fees as a percentage of assets under management and runs fully discretionary portfolios, focusing on privately managed strategies alongside traditional wrapper products. Its advisory scope includes portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and pension consulting services. Twru Private Wealth Management tends to allocate a meaningful portion of client capital to non-public vehicles and uses third-party managers for alternatives while retaining custody through a major retail custodian. Investment preferences point to a tilt toward private funds and real estate exposure supplemented by liquid mutual funds and annuity solutions. The firm does not present itself as an ESG-driven allocator and operates on a concentrated client base that allows for customized, hands-on portfolio construction and manager selection.