TLWM FINANCIAL

Legal name: TLWM, LLC

CRD 158305File 801-79214

APPROVED

Retail clients

Custody

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$605.4M

Above cohort median (national)

Discretionary AUM

$605.4M

Clients

1,262

2,173 accounts

Employees

Above cohort median in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Feb 28, 2014
Principal office: 40 NE LOOP 410, SUITE 644, SAN ANTONIO, TX, 78216
Phone: 1-877-348-8822
Website: HTTP://WWW.TLWMADVISOR.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $605.4M
Discretionary AUM: $605.4M
Non-discretionary AUM: $0
Discretionary accounts: 2,173
Non-discretionary accounts: 0
Total accounts: 2,173
AUM per client: $480K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	8	$21.1M
Charitable organizations	4	$1.2M
High net worth individuals	316	$355.5M
Pension and profit sharing plans	Fewer than 5	$1.0M
Individuals (other than high net worth individuals)	933	$226.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
Subscription fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.