CRD: 117222
Twru Private Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-27-2007
- Office Locations
- 1
Office Locations
About Twru Private Wealth Management, LLC
TWRU Private Wealth Management is an independent, fee-only RIA providing financial planning and investment advisory services to business owners and professionals, from early affluence through multi-millionaire wealth. The firm pairs tax-aware wealth enhancement with wealth transfer planning, asset protection, and charitable gifting. Portfolios are built through a structured discovery-to-allocation process, emphasizing diversification and broadly diversified passive/index equity exposure. Custodied with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Fund Managers
Investment Themes
Investment Vehicles
Services
Owner & Executives
KERRY GLEN UFFMAN
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #4491398
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SARA MARGARET DOWNING
Advisor
- CRD
- #5542410
LINDA GIBSON
Partner
- CRD
- #7069010
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,610,147 | $135,230 |
| Non-Discretionary | $0 | -- |
| Total | $78,610,147 | $135,230 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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