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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2011
- Office Locations
- 4
Office Locations
About Tlwm Financial
TLWM Financial is a San Antonio-based wealth management firm serving individuals and families with personalized financial planning and ongoing investment management, with an emphasis on protecting assets during market downturns and consistent communication. The team provides retirement and tax-efficiency guidance and builds portfolios primarily with public funds and ETFs, with client accounts held through Charles Schwab and LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ENZO THOMAS PELLEGRINO JR.
CEO, Founder, Wealth Advisor
- CRD
- #4392184
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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ROBERT SCOTT BOWERMAN
Financial Advisor, General Partner, Wealth Advisor
- CRD
- #4697103
Juan Chavez Jr
--
- CRD
- #6599943
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $605,405,861 | $278,604 |
| Non-Discretionary | $0 | -- |
| Total | $605,405,861 | $278,604 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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