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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-30-2022
- Office Locations
- 1
Office Locations
About TWM Wealth Management Corp
TWM Wealth Management Corp is an Oregon-based RIA serving individuals, families, and businesses with integrated financial planning and investment management, including retirement and estate planning plus corporate planning, risk management, employee benefits, succession planning, and outsourced CFO support (budgeting, forecasting, reporting). Public filings indicate portfolios often use ETFs and fixed income; Schwab is a primary custodian.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LOUIS CHARLES TAYLOR
Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #3059966
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MEGAN MARY REINK
--
- CRD
- #4032298
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,878,279 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,878,279 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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