Tlw Wealth Management, LLC
● SEC registered since 2019CRD 284598SEC# 801-114938
Reg. AUM
$175.5M
Employees
5
Accounts
197
Location
—
Tlw Wealth Management, LLC assets under management
Tlw Wealth Management, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2019. It reports $175.5 million in regulatory assets under management and employs 5 people.
Tlw Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Lee Vervelde Control | Member/Chief Compliance Officer | Over 75% | 2016 |
| Jesse Lee Vervelde | Member | 10-25% | 2016 |
| Maureen Caresse McAnarney | Member | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Tlw Wealth Management, LLC manage?
Tlw Wealth Management, LLC reports $175.5 million in regulatory assets under management on its Form ADV.
How many employees does Tlw Wealth Management, LLC have?
Tlw Wealth Management, LLC reports 5 employees.
Does Tlw Wealth Management, LLC disclose fund performance?
Tlw Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 402-599-9568 |
| Office hours | 9-5 |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1767217 |
| Discloses disciplinary history | No |
Regulatory AUM
$175.5MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$175.5Mregulatory AUM
Discretionary $175.5M