Tweddell Goldberg, LLC
Tweddell Goldberg, LLC is an SEC-registered mass-market adviser with $93.6M assets under management (AUM, regulatory AUM), -28% over one year. See who owns Tweddell Goldberg, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141634, data through 2025-11-05.
- AUM (assets under management / regulatory AUM)
- $93.6M (2025-11-05)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 116
- CRD
- 141634
- Ownership
- TWEDDELL, JEROLD, (N); GOLDBERG, STEVEN, TOBIAS; TWEDDELL, JEROLD; KINDER, KIRK, WILLIAM; KENDALL, PETER, GIBBS
How much AUM does Tweddell Goldberg, LLC have?
Tweddell Goldberg, LLC reported $93.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-11-05).
Who owns Tweddell Goldberg, LLC?
Disclosed owners and executives of Tweddell Goldberg, LLC include TWEDDELL, JEROLD, (N), GOLDBERG, STEVEN, TOBIAS, TWEDDELL, JEROLD, KINDER, KIRK, WILLIAM, KENDALL, PETER, GIBBS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.