$175.5M Total AUM
$175.5M Disc. AUM
-2.2% 3Y CAGR
5 Employees
118 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-09-2016
- Office Locations
- 2
Office Locations
-- Indian Rocks Beach FL
-- Omaha NE
About TLW Wealth Management, LLC
TLW Wealth Management, LLC is a Florida-based RIA providing financial and investment planning for business owners and entrepreneurs, including tax, estate/legacy and charitable planning plus insurance and retirement plan guidance. Portfolios are primarily ETF-based, with custody through Charles Schwab.
Team overview
-- AVG AGE
$43.9M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
6.1 yrs AVG TENURE
5 Employees
4 Advisory Reps
5 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
D
DAVID LEE VERVELDE
Chief Compliance Officer
- CRD
- #1097723
- Ownership
- 75% or more
Available
Available
Available
MOLLY VERVELDE ARNALL
Client Service Manager
- CRD
- #6359110
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 4 owners & executives
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J
Jordan R Ackerman
--
- CRD
- #7204468
Available
Available
Available
D
Dylan Tanner Arnall
--
- CRD
- #7340217
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $175,486,596 | $890,795 |
| Non-Discretionary | $0 | -- |
| Total | $175,486,596 | $890,795 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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