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| TLW Wealth Management LLC
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| CRD # | 284598 |
| SEC # | 801-114938 |
| CIK # | 0001767217 |
| AUM | 175.5 M (2026-05-15) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 402-599-9568 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001767217 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 24.6 | ||
| Wal Mart Stores Inc | 18.6 | ||
| Deere & Co | 16.5 | ||
| Microsoft Corp | 13.2 | ||
| Waste Management Inc | 12.5 | ||
| Apple Inc | 12.4 | ||
| Amazon Com Inc | 11.8 | ||
| Costco Wholesale Corp /NEW | 11.8 | ||
| TJX Companies Inc /DE/ | 11.7 | ||
| Home Depot Inc | 5.9 | ||
| Crocs Inc | 5.2 | ||
| Facebook Inc | 4.8 | ||
| Fastenal Co | 2.9 | ||
| Marriott International Inc /MD/ | 0.1 | ||
| Tesla Motors Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 12.3 |
| (b) Individuals (high net worth individuals) | 34 | 161.2 |
| (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 | 0.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 197 | 175.5 |
| By Discretionary | ||
| Discretionary | 197 | 175.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 197 | 175.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 175.5 | |
| Total | 197 | 175.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767217] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fellowship Investment Advisors LLC
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|
FL | 175.9 M |
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URS Advisory LLC
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|
FL | 175.8 M |
|
Toptier Wealth Management
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175.7 M | |
|
Preserver Partners LLC
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TN | 175.7 M |
|
Macke Financial Advisory Group Inc
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|
FL | 175.7 M |
|
Hill Country Retirement Solutions LLC
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|
TX | 175.5 M |
|
CTA Wealth Advisors Inc
✚
|
CA | 175.2 M |
|
Gould Capital LLC
✚
|
WA | 175.2 M |
|
WPA Family Office LLC
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|
TX | 175.2 M |
|
Prestige Wealth Services Group Inc
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|
NJ | 175.2 M |