Tlwm Financial
Tlwm Financial is an SEC-registered mass-market adviser in San Antonio, TX with $605.4M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Tlwm Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158305, SEC 801-79214, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $605.4M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- San Antonio, TX
- Employees
- 11
- Clients
- 1,262
- CRD
- 158305
- Ownership
- PELLEGRINO, ENZO, THOMAS; TLHC, LLC; THE ENZO THOMAS PELLEGRINO, JR. LIVING TRUST DTD 1-22-25
How much AUM does Tlwm Financial have?
Tlwm Financial reported $605.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Tlwm Financial?
Disclosed owners and executives of Tlwm Financial include PELLEGRINO, ENZO, THOMAS, TLHC, LLC, THE ENZO THOMAS PELLEGRINO, JR. LIVING TRUST DTD 1-22-25. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.