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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- QuantumMomentum vector
- Established Date
- 01-24-2018
- Office Locations
- 1
Office Locations
About PLW Financial
PLW Financial is a Texas-based RIA providing ongoing comprehensive financial planning and investment management for individuals and families navigating major life transitions (new family, business changes, retirement). Planning spans budgeting and debt, tax planning, insurance/risk management, college, retirement, and estate considerations. Portfolios are built largely with public funds and ETFs, and the firm custodians with Charles Schwab.
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Owner & Executives
Jason Bradley Grohman
Chief Compliance Officer, President
- CRD
- #6890237
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,026,117 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,026,117 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,026,117
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,548,198,489 | 26.1% |
| Cash | $871,973,862 | 14.7% |
| Equity - Exchange | $3,511,622,627 | 59.2% |
| Total | $5,931,794,978 | 100.0% |