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Tlwm, LLC

● SEC registered since 2014CRD 158305SEC# 801-79214San Antonio, TX
Export (members)
Reg. AUM
$577.3M
Employees
11
Accounts
2,008
Location
San Antonio, TX

Tlwm, LLC assets under management

Tlwm, LLC is an investment advisory firm registered with the SEC based in San Antonio, TX. The firm has been registered since 2014. It reports $577.3 million in regulatory assets under management and employs 11 people.

Tlwm, LLC owners & executives

4 reported
NameTitleOwnershipSince
Enzo Thomas Pellegrino ControlChief Compliance OfficerUnder 5%2011
Tlhc, LLC ControlOwnerOver 75%2014
Enzo Thomas Pellegrino ControlTrusteeOver 75%2025
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Frequently asked questions

How much does Tlwm, LLC manage?

Tlwm, LLC reports $577.3 million in regulatory assets under management on its Form ADV.

How many employees does Tlwm, LLC have?

Tlwm, LLC reports 11 employees.

Where is Tlwm, LLC located?

Tlwm, LLC is based in San Antonio, TX and has been SEC-registered since 2014.

Does Tlwm, LLC disclose fund performance?

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

Contact & registration

Address40 NE Loop 410, Suite 644, San Antonio, TX 78216
Phone1-877-348-8822
Fax1-877-520-0059
Office hours8a.m. - 5p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1732537
Discloses disciplinary historyNo

Assets under management

Discretionary$577.3M
Non-discretionary$0
Total (RAUM)$577.3M