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| TLWM LLC
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| CRD # | 158305 |
| SEC # | 801-79214 |
| CIK # | 0001732537 |
| AUM | 605.4 M (2026-03-24) |
| Employees | 11 (82% Investors, 55% Brokers) |
| Phone | 877-348-8822 |
| Address | 40 NE Loop 410 San Antonio, TX 78216 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001732537 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.8 | ||
| Apple Inc | 4.5 | ||
| Tesla Motors Inc | 3.4 | ||
| Amazon Com Inc | 3.2 | ||
| Alphabet Inc | 3.1 | ||
| Carpenter Technology Corp | 2.7 | ||
| Wal Mart Stores Inc | 2.5 | ||
| Morgan Stanley | 2.5 | ||
| Marvell Technology Inc | 2.5 | ||
| Facebook Inc | 2.4 | ||
| Microsoft Corp | 2.4 | ||
| J P Morgan Chase & Co | 2.2 | ||
| Bank of America Corp /DE/ | 2.2 | ||
| Twilio Inc | 2.0 | ||
| Applied Materials Inc /DE | 2.0 | ||
| Visa Inc | 2.0 | ||
| Astrazeneca PLC | 1.8 | ||
| Schwab Charles Corp | 1.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 933 | 226.7 |
| (b) Individuals (high net worth individuals) | 316 | 355.5 |
| (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 | 1.0 |
| (h) Charitable organizations | 4 | 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 | 8 | 21.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,173 | 605.4 |
| By Discretionary | ||
| Discretionary | 2,173 | 605.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,173 | 605.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 605.4 | |
| Total | 2,173 | 605.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001732537] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 62 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gradient Securities LLC
✚
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MN | 607.9 M |
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The Enterprise Investment Company
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Cogentblue Wealth Advisors LLC
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Prostatis Group LLC
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MFA Wealth Advisors LLC
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PA | 605.4 M |
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Atlas Brown Inc
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|
Fairvoy Private Wealth LLC
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AL | 605.1 M |
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Destiny Family Office
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FL | 605.1 M |
|
Tucker Asset Management LLC
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CO | 603.6 M |
|
Avaii Wealth Management LLC
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WI | 602.8 M |