TWRU PRIVATE WEALTH MANAGEMENT, LLC
CRD #117222 SEC #801-66991 BATON ROUGE, LA 225-926-1050
SEC Registered
Total AUM
$71.1M
Discretionary
$71.1M
Employees
6
Clients
0
Accounts
526
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Louisiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| UFFMAN, KERRY, GLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| UFFMAN, KERRY, GLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| UFFMAN, KERRY, GLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| UFFMAN, KERRY, GLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| UFFMAN, KERRY, GLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| UFFMAN, KERRY, GLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| UFFMAN, KERRY, GLEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| TWRU RESOURCE MANAGEMENT LLC | DE | MEMBER | E | Control |
| TWRU RESOURCE MANAGEMENT LLC | DE | MEMBER | E | Control |
| TWRU RESOURCE MANAGEMENT LLC | DE | MEMBER | E | Control |
| TWRU RESOURCE MANAGEMENT LLC | DE | MEMBER | E | Control |
| TWRU RESOURCE MANAGEMENT LLC | DE | MEMBER | E | Control |
| TWRU RESOURCE MANAGEMENT LLC | DE | MEMBER | E | Control |
| TWRU RESOURCE MANAGEMENT LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BOFINGER. JR, WARREN, GEORGE | I | TWRU RESOURCE MANAGEMENT LLC | F | Control |
| BOFINGER. JR, WARREN, GEORGE | I | TWRU RESOURCE MANAGEMENT LLC | F | Control |
| BOFINGER. JR, WARREN, GEORGE | I | TWRU RESOURCE MANAGEMENT LLC | F | Control |
| BOFINGER. JR, WARREN, GEORGE | I | TWRU RESOURCE MANAGEMENT LLC | F | Control |
| BOFINGER. JR, WARREN, GEORGE | I | TWRU RESOURCE MANAGEMENT LLC | F | Control |
| BOFINGER. JR, WARREN, GEORGE | I | TWRU RESOURCE MANAGEMENT LLC | F | Control |
| BOFINGER. JR, WARREN, GEORGE | I | TWRU RESOURCE MANAGEMENT LLC | F | Control |
| BROWN, DON, WILLIAM | I | TWRU RESOURCE MANAGEMENT LLC | F | Control |
| BROWN, DON, WILLIAM | I | TWRU RESOURCE MANAGEMENT LLC | F | Control |
| BROWN, DON, WILLIAM | I | TWRU RESOURCE MANAGEMENT LLC | F | Control |
| BROWN, DON, WILLIAM | I | TWRU RESOURCE MANAGEMENT LLC | F | Control |
| BROWN, DON, WILLIAM | I | TWRU RESOURCE MANAGEMENT LLC | F | Control |
| BROWN, DON, WILLIAM | I | TWRU RESOURCE MANAGEMENT LLC | F | Control |
| BROWN, DON, WILLIAM | I | TWRU RESOURCE MANAGEMENT LLC | F | Control |
| SIMMONS, WALTER, LOUIS | I | TWRU RESOURCE MANAGEMENT, LLC | F | Control |
| SIMMONS, WALTER, LOUIS | I | TWRU RESOURCE MANAGEMENT, LLC | F | Control |
| SIMMONS, WALTER, LOUIS | I | TWRU RESOURCE MANAGEMENT, LLC | F | Control |
| SIMMONS, WALTER, LOUIS | I | TWRU RESOURCE MANAGEMENT, LLC | F | Control |
| SIMMONS, WALTER, LOUIS | I | TWRU RESOURCE MANAGEMENT, LLC | F | Control |
| SIMMONS, WALTER, LOUIS | I | TWRU RESOURCE MANAGEMENT, LLC | F | Control |
| SIMMONS, WALTER, LOUIS | I | TWRU RESOURCE MANAGEMENT, LLC | F | Control |
| UFFMAN, KERRY, GLEN | I | TWRU RESOURCE MANAGEMENT LLC | F | Control |
| UFFMAN, KERRY, GLEN | I | TWRU RESOURCE MANAGEMENT LLC | F | Control |
| UFFMAN, KERRY, GLEN | I | TWRU RESOURCE MANAGEMENT LLC | F | Control |
| UFFMAN, KERRY, GLEN | I | TWRU RESOURCE MANAGEMENT LLC | F | Control |
| UFFMAN, KERRY, GLEN | I | TWRU RESOURCE MANAGEMENT LLC | F | Control |
| UFFMAN, KERRY, GLEN | I | TWRU RESOURCE MANAGEMENT LLC | F | Control |
| UFFMAN, KERRY, GLEN | I | TWRU RESOURCE MANAGEMENT LLC | F | Control |
| WILSON, STEWART, WILLIAM | I | TWRU RESORCE MANAGEMENT LLC | F | Control |
| WILSON, STEWART, WILLIAM | I | TWRU RESORCE MANAGEMENT LLC | F | Control |
| WILSON, STEWART, WILLIAM | I | TWRU RESORCE MANAGEMENT LLC | F | Control |
| WILSON, STEWART, WILLIAM | I | TWRU RESORCE MANAGEMENT LLC | F | Control |
| WILSON, STEWART, WILLIAM | I | TWRU RESORCE MANAGEMENT LLC | F | Control |
| WILSON, STEWART, WILLIAM | I | TWRU RESORCE MANAGEMENT LLC | F | Control |
| WILSON, STEWART, WILLIAM | I | TWRU RESORCE MANAGEMENT LLC | F | Control |
Registrations
Federal
IA
Mar 29, 2012 REGISTERED
Notice Filings (2)
LA TX
Address
527 E. AIRPORT AVEBATON ROUGE, LA 70806
United States
Phone: 225-926-1050