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| FWL Investment Management LLC
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| CRD # | 174119 |
| SEC # | 801-110851 |
| CIK # | 0001829231 |
| AUM | 1,240.0 M (2026-03-31) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 214-445-5900 |
| Address | 2911 Turtle Creek Boulevard Dallas, TX 75219 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cheniere Energy Inc | 27.5 | ||
| Alphabet Inc | 20.4 | ||
| Nvidia Corp | 20.0 | ||
| Williams Companies Inc | 19.0 | ||
| Medtronic Holdings Ltd | 17.9 | ||
| SPDR Gold Trust | 16.9 | ||
| Entergy Corp /DE/ | 16.0 | ||
| Micron Technology Inc | 14.5 | ||
| Cameco Corp | 14.1 | ||
| Microsoft Corp | 13.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 189 | 35.4 |
| (b) Individuals (high net worth individuals) | 96 | 358.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 9 | 846.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 945 | 1,240.0 |
| By Discretionary | ||
| Discretionary | 869 | 1,215.6 |
| Non-Discretionary | 76 | 24.4 |
| Total | 945 | 1,240.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,240.0 | |
| Total | 945 | 1,240.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001829231] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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