WARDLAW WEALTH MANAGEMENT LLC

RIASEC Registered

Total AUM

$75.6M

Discretionary

$75.6M

100% of AUM

Avg account

$378K

Accounts

200

Employees

Advisory reps

Firm details

Headquarters: WACO, Texas
CRD number: 315408
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI71.17%
Individuals28.74%
Charitable Organizations0.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Wardlaw Wealth Management LLC is an independent, privately owned registered investment adviser operating as an LLC. The firm serves individuals, families and institutional clients with financial planning, portfolio management for individuals/small businesses and for businesses/institutions, and pension consulting. Its billing combines a percentage-of-AUM fee with the ability to charge hourly for certain services. The adviser does not self-identify as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator.