Tlwm, LLC
● SEC registered since 2014CRD 158305SEC# 801-79214San Antonio, TX
Reg. AUM
$605.4M
Employees
11
Accounts
2,173
Location
San Antonio, TX
Tlwm, LLC assets under management
Tlwm, LLC is an investment advisory firm registered with the SEC based in San Antonio, TX. The firm has been registered since 2014. It reports $605.4 million in regulatory assets under management and employs 11 people.
Tlwm, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Enzo Thomas Pellegrino Control | Chief Compliance Officer | Under 5% | 2011 |
| Tlhc, LLC Control | Owner | Over 75% | 2014 |
| Enzo Thomas Pellegrino Control | Trustee | Over 75% | 2025 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Tlwm, LLC manage?
Tlwm, LLC reports $605.4 million in regulatory assets under management on its Form ADV.
How many employees does Tlwm, LLC have?
Tlwm, LLC reports 11 employees.
Where is Tlwm, LLC located?
Tlwm, LLC is based in San Antonio, TX and has been SEC-registered since 2014.
Does Tlwm, LLC disclose fund performance?
Tlwm, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 40 NE Loop 410, Suite 644, San Antonio, TX 78216 |
| Phone | 1-877-348-8822 |
| Fax | 1-877-520-0059 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1732537 |
| Discloses disciplinary history | No |
Regulatory AUM
$605.4M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$605.4Mregulatory AUM
Discretionary $605.4M