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TLWM FINANCIAL

SAN ANTONIO, TX · CRD 158305 · IAPD ↗ · tlwmadvisor.com · 1-877-348-8822

$605.4MRegulatory AUM
9Advisory reps
11Employees
62Clients
51-100Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — TLWM FINANCIAL notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — TLWM FINANCIAL added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
May 2025 — TLWM FINANCIAL notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — TLWM FINANCIAL crossed $500M in regulatory AUM ($484.9M -> $577.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2024 — TLWM FINANCIAL notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2024 — TLWM FINANCIAL reported RAUM up 45% ($333.3M -> $484.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.