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| TLWM LLC
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|---|---|
| CRD # | 158305 |
| SEC # | 801-79214 |
| CIK # | 0001732537 |
| AUM | $577.3 M (2025-04-23) |
| Employees | 11 (91% Investors, 73% Brokers) |
| Phone | 877-348-8822 |
| Address | 40 NE Loop 410 San Antonio, TX 78216 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 3.1 | ||
| Microsoft Corp | 3.0 | ||
| Carpenter Technology Corp | 2.8 | ||
| Apple Inc | 2.8 | ||
| Amazon Com Inc | 2.7 | ||
| Tesla Motors Inc | 2.5 | ||
| J P Morgan Chase & Co | 2.4 | ||
| Alphabet Inc | 2.1 | ||
| Wal Mart Stores Inc | 2.0 | ||
| Morgan Stanley | 1.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 915 | 212.1 |
| (b) Individuals (high net worth individuals) | 277 | 312.0 |
| (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 | 1 | 0.9 |
| (h) Charitable organizations | 5 | 1.3 |
| (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 | 10 | 51.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,008 | 577.3 |
| By Discretionary | ||
| Discretionary | 2,008 | 577.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,008 | 577.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 577.3 | |
| Total | 2,008 | 577.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001732537] |
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|---|---|---|
|
Monument Group Wealth Advisors LLC
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MA | 0.6 |
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EWG Elevate Inc
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CA | 0.6 |
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GA | 0.6 |
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CA | 0.6 |
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0.6 | |
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|
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PA | 0.6 |
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The Watchman Group Inc
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TX | 0.6 |
|
High Note Wealth LLC
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MN | 0.6 |
|
Aljian Capital Management LLC
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NV | 0.6 |