Data / Investment advisers / Texas / TLWM Financial
TLWM Financial, San Antonio, TX: $605 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
TLWM Financial is an SEC registered investment adviser with its main office in San Antonio, Texas and reports $605 million in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and subscription fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 158305
- SEC file number
- 801-79214
- SEC status
- Approved, effective February 28, 2014
- Legal name
- TLWM, LLC
- Main office
- 40 Ne Loop 410 Suite 644, San Antonio, TX 78216
- Phone
- (877) 348-8822
- Website
- tlwmadvisor.com
- Regulatory AUM
- $605,405,861 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $605,405,861
- Accounts
- 2,173
- Employees
- 11, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, subscription fees, fixed fees
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 316 | $355.5 million |
| Individuals (other than high net worth individuals) | 933 | $226.7 million |
| Corporations or other businesses | 8 | $21.1 million |
| Charitable organizations | 4 | $1.2 million |
| Pension and profit sharing plans | 1 | $1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $605.4 million | March 24, 2026 |
| December 1, 2025 | $577.3 million | November 7, 2025 |
Other advisers in San Antonio
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Teamwork Financial Advisors, LLC | San Antonio | $1.01 billion | Not listed | adviserinfo.sec.gov |
| Strategic Financial Concepts, LLC | San Antonio | $927.7 million | Not listed | adviserinfo.sec.gov |
| Pax Financial Group | San Antonio | $747.1 million | Not listed | adviserinfo.sec.gov |
| Wela Financial Advisory | San Antonio | $657.1 million | Not listed | adviserinfo.sec.gov |
| Eldred Rock Partners, LLC | San Antonio | $644.1 million | 1 | adviserinfo.sec.gov |
| SWBC Investment Company | San Antonio | $594.4 million | 1 | adviserinfo.sec.gov |
| Kercheville Advisors LLC | San Antonio | $554.7 million | Not listed | adviserinfo.sec.gov |
| 327 Capital Partners, LLC | San Antonio | $505.5 million | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Antonio, TX
- Investment advisers in Texas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- TLWM Financial on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.