Fwl Investment Management, LLC
● SEC registered since 2017CRD 174119SEC# 801-110851Dallas, TX
Reg. AUM
$1.24B
Employees
7
Accounts
945
Location
Dallas, TX
Fwl Investment Management, LLC assets under management
Fwl Investment Management, LLC is a registered investment adviser overseen by the SEC based in Dallas, TX. The firm has been registered since 2017. It reports $1.2 billion in regulatory assets under management and employs 7 people.
Fwl Investment Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Frederick Wayne Lear Control | Managing Partner | Over 75% | 2014 |
| Thayne E Gould | Chief Compliance Officer | Under 5% | 2022 |
Frequently asked questions
How much does Fwl Investment Management, LLC manage?
Fwl Investment Management, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Fwl Investment Management, LLC have?
Fwl Investment Management, LLC reports 7 employees.
Where is Fwl Investment Management, LLC located?
Fwl Investment Management, LLC is based in Dallas, TX and has been SEC-registered since 2017.
Does Fwl Investment Management, LLC disclose fund performance?
Fwl Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2911 Turtle Creek Boulevard, Suite 920, Dallas, TX 75219 |
| Phone | (214) 445-5900 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1829231 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.24B▲ 54%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$1.24Bregulatory AUM
Discretionary $1.22BNon-discretionary $24.4M