This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$175MItem 5.F on the latest filing (2026-07-21); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$175M

Private client RAUM

$174MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$35.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

4

Offices

1Schedule D 1.F, beyond the principal office

Accounts

197

Individual clients

84

High net worth clients

34

SEC number

801-114938

CIK

1767217

CRD

284598

Filings on the tape

24

First filed

Mar 5, 2019

Latest filed

Jul 21, 2026

Organised

Limited Liability Company, NE

Website

tlw.money

• Occurred

  Mar 5, 2019
  First Form ADV filing

  Tlw Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e98e798f-37e0-8653-c120-32fac0164a29

First observed

Mar 5, 2019

Last observed

Jul 21, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.