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TLWM LLC
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CRD # | 158305 |
SEC # | 801-79214 |
CIK # | 0001732537 |
AUM | $484.9 MM (2024-06-26) |
Employees | 11 (91% Investors, 73% Brokers) |
Phone | 877-348-8822 |
Address | 40 NE Loop 410 San Antonio, TX 78216 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0001732537] |
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---|---|---|
Quantum Financial Services Inc
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IN | 0.5 |
Sandy Cove Advisors LLC
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MA | 0.5 |
Castle Rock Wealth Management LLC
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CA | 0.5 |
Silverlake Wealth Management LLC
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VT | 0.5 |
HT Partners LLC
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CT | 0.5 |
Garrison Point Capital LLC
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CA | 0.5 |
Hudson Capital Management LLC
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NJ | 0.5 |
Cyrus J Lawrence LLC
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NY | 0.5 |
WJ Interests LLC
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TX | 0.5 |
Highmark Wealth Management LLC
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|
MN | 0.5 |