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Building 2TLW WEALTH MANAGEMENT, LLC

Map pin
Phone402-599-9568
NotebookSEC #801-114938
Total AUM
$175.5M
Employees
5
Clients
120

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-5
Monday - Friday
Phone
402-599-9568
Other Offices
1

ReceiptFinancials

Total AUM
$175.5M
Accounts
197
Discretionary
$175.5M
Accounts
197
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
84
AUM
$12.3M
HNW Individual Clients
34
AUM
$161.2M
Pension/Profit Sharing Plan Clients
1
AUM
$321.3K
Corporation or Business Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNETXWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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