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Fwl Investment Management, LLC

● SEC registered since 2017CRD 174119SEC# 801-110851Dallas, TX
Export (members)
Reg. AUM
$805.7M
Employees
9
Accounts
305
Location
Dallas, TX

Fwl Investment Management, LLC assets under management

Fwl Investment Management, LLC is a registered investment adviser overseen by the SEC based in Dallas, TX. The firm has been registered since 2017. It reports $805.7 million in regulatory assets under management and employs 9 people.

Fwl Investment Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Frederick Wayne Lear ControlManaging PartnerOver 75%2014
Thayne E GouldChief Compliance OfficerUnder 5%2022

Frequently asked questions

How much does Fwl Investment Management, LLC manage?

Fwl Investment Management, LLC reports $805.7 million in regulatory assets under management on its Form ADV.

How many employees does Fwl Investment Management, LLC have?

Fwl Investment Management, LLC reports 9 employees.

Where is Fwl Investment Management, LLC located?

Fwl Investment Management, LLC is based in Dallas, TX and has been SEC-registered since 2017.

Does Fwl Investment Management, LLC disclose fund performance?

Fwl Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2911 Turtle Creek Boulevard, Suite 920, Dallas, TX 75219
Phone(214) 445-5900
Office hours8:00a.m.-5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1829231
Discloses disciplinary historyNo

Assets under management

Discretionary$803.4M
Non-discretionary$2.3M
Total (RAUM)$805.7M