TLW WEALTH MANAGEMENT, LLC
Adviser information for TLW WEALTH MANAGEMENT, LLC last updated from Form ADV on February 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Nebraska, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 160 | $144.2M |
| Non-Discretionary | 0 | $0 |
| Total | 160 | $144.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 72 | $11.7M |
| HNW Individuals | 26 | $130.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $1.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Principal Office
535 HARBOR DR NINDIAN ROCKS BEACH
FL
United States
Monday - Friday, 9-5
Tel: 402-599-9568, Fax: None
Websites
Chief Compliance Officer
DAVID VERVELDE
MEMBER
535 HARBOR DR N
INDIAN ROCKS BEACH
FL
United States
Tel:
402-599-9568
D****@********Y
(Full email address available in API data)
Regulatory Contact
MAUREEN MCANARNEY
COMPLIANCE
12590 W. 123 TERRACE
OVERLAND PARK
KS
United States
Tel:
913-579-5029
M******@********Y
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| VERVELDE, DAVID, LEE | Individual | – | MEMBER/CHIEF COMPLIANCE OFFICER | 07/2016 | > 75% |
| VERVELDE, JESSE, LEE | Individual | – | MEMBER | 07/2016 | 10-25% |
| MCANARNEY, MAUREEN, CARESSE | Individual | – | MEMBER | 10/2017 | < 5% |
| ARNALL, MOLLY, MARIE | Individual | – | MEMBER | 01/2023 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 6th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | 17M | 93K | – |
| ALPHABET INC | CAP STK CL A | 11K | 59 | – |
| AMAZON COM INC | COM | 11M | 55K | – |
| APPLE INC | COM | 12M | 56K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 17M | 43K | – |
| COSTCO WHSL CORP NEW | COM | 11M | 13K | – |
| CROCS INC | COM | 16M | 112K | – |
| DEERE & CO | COM | 12M | 32K | – |
| FEDEX CORP | COM | 12K | 39 | – |
| HOME DEPOT INC | COM | 7M | 20K | – |
| MARRIOTT INTL INC NEW | CL A | 53K | 218 | – |
| MCDONALDS CORP | COM | 6M | 25K | – |
| MICROSOFT CORP | COM | 17M | 37K | – |
| OCCIDENTAL PETE CORP | COM | 15K | 236 | – |
| PROCTER AND GAMBLE CO | COM | 165 | 1 | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 49K | 218 | – |
| STARBUCKS CORP | COM | 3M | 41K | – |
| TJX COS INC NEW | COM | 7M | 67K | – |
| TESLA INC | COM | 967K | 5K | – |
| WALMART INC | COM | 11M | 159K | – |
| WASTE MGMT INC DEL | COM | 12M | 56K | – |