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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2021
- Office Locations
- 1
Office Locations
About Wardlaw Wealth Management LLC
Wardlaw Wealth Management is an independent, Schwab-custodied RIA offering financial planning and portfolio management with tax, estate, insurance, and business-succession planning support. The firm focuses on serving individual investors, including entrepreneurs, and builds allocations across public funds and ETFs alongside cash and U.S. government bonds, with client access via Schwab’s portal.
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Owner & Executives
Kemberly May Wardlaw
Life Insurance Agent, Managing Member
- CRD
- --
- Ownership
- 75% or more
TREVOR PATRICK WARDLAW
Chief Compliance Officer
- CRD
- #2946442
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,551,173 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,551,173 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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