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TLW Wealth Management

TLW Wealth Management is an investment advisor in Indian Rocks Beach with $157.21M assets under management.

Company profile

Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
813196500
SEC advisor number
801-114938
FINRA CRD number
284598
AUM ?
$117.79M (as of 27 Jan 21)
Accounts
96 (as of 27 Jan 21)
Employees
5 (3 investment advisory or research)
Address
TLW Wealth Management
408 12TH AVENUE
INDIAN ROCKS BEACH
FL 33785
Office hours
Monday - Friday, 9-5
Phone
402-599-9568
Owner Title From %Ownership
Vervelde, David, Lee Member/chief Compliance Officer 07/2016 > 75%
Vervelde, Jesse, Lee Member 07/2016 10-25%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
17 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$20.11M 140.17K 144.29K -2.9
$14.96M 5.61K 5.62K -0.2
$14.5M 55.72K 55.73K -0.0
$13.82M 50.64K 50.33K +0.6
$13.56M 48.09K 48.18K -0.2
$12.93M 38.6K 38.47K +0.3
$12.08M 3.68K 3.17K +16.1
$12.07M 85.31K 85.47K -0.2
$11.01M 182.29K 182.94K -0.4
$9.44M 27.82K 25.13K +10.7
$8.82M 59.02K 58.51K +0.9
$8.36M 49.4K 49.02K +0.8
$8.13M 24.78K 24.43K +1.4
$8.06M 57.81K 55.88K +3.5
$7.93M 40.47K 39.8K +1.7
$6.77M 102.53K 99.22K +3.3
$403K 14.5K 14.5K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

9 Dec 21
31 Mar 22

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings