TLW Wealth Management is an investment advisor in Indian Rocks Beach with $190.28 mm 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 ?
$190.28 mm
(as of 7 Sep 22)
Accounts
119
(as of 7 Sep 22)
Employees
5
(3 investment advisory or research)
Address
TLW Wealth Management
408 12TH AVENUE
INDIAN ROCKS BEACH
FL 33785
408 12TH AVENUE
INDIAN ROCKS BEACH
FL 33785
Office hours
Monday - Friday, 9-5
Phone
402-599-9568
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Vervelde, David, Lee | Member/chief Compliance Officer | 07/2016 | > 75% |
| Vervelde, Jesse, Lee | Member | 07/2016 | 10-25% |
| Mcanarney, Maureen, Caresse | Member | 10/2017 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22
13F-HR
Quarterly holdings report by institutional manager
8 Dec 21
13F-HR
Quarterly holdings report by institutional manager
23 Jul 21
13F-HR
Quarterly holdings report by institutional manager
29 Apr 21
13F-HR
Quarterly holdings report by institutional manager
12 Feb 21
13F-HR
Quarterly holdings report by institutional manager
20 Oct 20