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Tlw Wealth Management, LLC

● SEC registered since 2019CRD 284598SEC# 801-114938
Export (members)
Reg. AUM
$174.9M
Employees
5
Accounts
163
Location

Tlw Wealth Management, LLC assets under management

Tlw Wealth Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2019. It reports $174.9 million in regulatory assets under management and employs 5 people.

Tlw Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
David Lee Vervelde ControlMember/Chief Compliance OfficerOver 75%2016
Jesse Lee VerveldeMember10-25%2016
Maureen Caresse McAnarneyMemberUnder 5%2017
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Frequently asked questions

How much does Tlw Wealth Management, LLC manage?

Tlw Wealth Management, LLC reports $174.9 million in regulatory assets under management on its Form ADV.

How many employees does Tlw Wealth Management, LLC have?

Tlw Wealth Management, LLC reports 5 employees.

Does Tlw Wealth Management, LLC disclose fund performance?

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

Contact & registration

Phone402-599-9568
Office hours5-Sep
SEC regionMiami Regional Office (MIRO)
CIK1767217
Discloses disciplinary historyNo

Assets under management

Discretionary$174.9M
Non-discretionary$0
Total (RAUM)$174.9M