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- Custodian
- Altruist ยท Security Benefit
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-15-2018
- Office Locations
- 1
Office Locations
About Tubreauxs Wealth & Legacy Solutions
Tubreauxs Wealth & Legacy Solutions (TWLS Group) provides financial planning and portfolio management for retail clients, with emphasis on wealth building, retirement income planning, and legacy/estate planning (wills and trusts). The firm follows a structured discovery-to-implementation process with a 60-day follow-up and ongoing support, offers insurance solutions alongside advisory services (TX and LA), and uses third-party estate document preparation. Portfolios are primarily ETF-based and include custody platforms such as Altruist.
Team overview
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Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
GARY BURTON DANNAR
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #1915816
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,582,804 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,582,804 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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