TLWM LLC

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Assets, Funds, Holdings

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TLWM LLC
CRD #158305
SEC #801-79214
CIK #0001732537
AUM $484.9 MM (2024-06-26)
Employees 11 (91% Investors, 73% Brokers)
Phone877-348-8822
Address40 NE Loop 410
San Antonio, TX 78216
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
50040030020010002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 3.4
AMZN 1,092,997.8 2.4
GOOGL 1,475,138.5 2.1
MSFT 1,918,222.4 2.1
META 434,852.0 2.1
WMT 335,434.5 1.7
TSLA 723,390.3 1.6
JPM 340,169.2 1.6
CVX 294,604.1 1.4
RSG 40,405.6 1.4
View All
Holdings by Sector ($MM)
50040030020010002017201920222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 793 142.1
(b) Individuals (high net worth individuals) 361 294.2
(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 0.0
(h) Charitable organizations 0 1.2
(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 47.4
(n) Other 0 0.0
Total 1,910 484.9
By Discretionary
Discretionary 1,910 484.9
Non-Discretionary 0 0.0
Total 1,910 484.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 484.9
Total 1,910 484.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001732537]
Comparable Firms State AUM ($BB)
Quantum Financial Services Inc
IN 0.5
Sandy Cove Advisors LLC
MA 0.5
Castle Rock Wealth Management LLC
CA 0.5
Silverlake Wealth Management LLC
VT 0.5
HT Partners LLC
CT 0.5
Garrison Point Capital LLC
CA 0.5
Hudson Capital Management LLC
NJ 0.5
Cyrus J Lawrence LLC
NY 0.5
WJ Interests LLC
TX 0.5
Highmark Wealth Management LLC
MN 0.5
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