TLWM, LLC
Legal name: TLWM FINANCIAL
CRD #158305 SEC #801-79214 SAN ANTONIO, TX 1-877-348-8822
SEC Registered
Total AUM
$577.3M
Discretionary
$577.3M
Employees
11
Clients
51
Accounts
2,008
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $577.3M | $577.3M | $0 | 11 | 62 |
| Apr 2025 | $577.3M | $577.3M | $0 | 11 | 62 |
| Mar 2025 | $577.3M | $577.3M | $0 | 11 | 62 |
| Jun 2024 | $484.9M | $484.9M | $0 | 11 | 0 |
| Mar 2024 | $484.9M | $484.9M | $0 | 11 | 0 |
| Nov 2023 | $333.3M | $333.3M | $0 | 11 | 0 |
| Sep 2023 | $333.3M | $333.3M | $0 | 11 | 0 |
| Jul 2023 | $333.3M | $333.3M | $0 | 11 | 0 |
| May 2023 | $333.3M | $333.3M | $0 | 11 | 0 |
| Mar 2023 | $333.3M | $333.3M | $0 | 11 | 0 |
| Jan 2023 | $317.8M | $317.8M | $0 | 7 | 0 |
| Dec 2022 | $317.8M | $317.8M | $0 | 7 | 0 |
| Nov 2022 | $317.8M | $317.8M | $0 | 7 | 0 |
| Sep 2022 | $317.8M | $317.8M | $0 | 7 | 0 |
| Sep 2022 | $317.8M | $317.8M | $0 | 7 | 0 |
| Jun 2022 | $355.6M | $355.6M | $0 | 7 | 0 |
| May 2022 | $355.6M | $355.6M | $0 | 7 | 0 |
| Apr 2022 | $355.6M | $355.6M | $0 | 7 | 0 |
| Mar 2022 | $355.6M | $355.6M | $0 | 7 | 0 |
| Dec 2021 | $298.7M | $298.7M | $0 | 8 | 0 |
| Nov 2021 | $298.7M | $298.7M | $0 | 8 | 0 |
| Jul 2021 | $298.7M | $298.7M | $0 | 8 | 0 |
| Jul 2021 | $298.7M | $298.7M | $0 | 8 | 0 |
| Feb 2021 | $298.7M | $298.7M | $0 | 8 | 0 |
| Feb 2021 | $298.7M | $298.7M | $0 | 8 | 0 |
| Aug 2020 | $254.6M | $254.6M | $0 | 8 | 0 |
| May 2020 | $254.6M | $254.6M | $0 | 8 | 0 |
| May 2020 | $254.6M | $254.6M | $0 | 8 | 0 |
| May 2020 | $254.6M | $254.6M | $0 | 8 | 0 |
| Feb 2020 | $254.6M | $254.6M | $0 | 8 | 0 |
| Jan 2019 | $208.4M | $208.4M | $0 | 8 | 0 |
| Jan 2019 | $208.4M | $208.4M | $0 | 8 | 0 |
| Oct 2018 | $192.8M | $192.8M | $0 | 7 | 0 |
| Jun 2018 | $192.8M | $192.8M | $0 | 7 | 0 |
| Feb 2018 | $192.8M | $192.8M | $0 | 7 | 0 |
| Feb 2017 | $160.4M | $160.4M | $0 | 10 | 500 |
| Nov 2016 | $135.8M | $135.8M | $0 | 8 | 373 |
| Aug 2016 | $135.8M | $135.8M | $0 | 8 | 373 |
| Jun 2016 | $135.8M | $135.8M | $0 | 8 | 373 |
| Apr 2016 | $135.8M | $135.8M | $0 | 8 | 373 |
| Apr 2016 | $135.8M | $135.8M | $0 | 8 | 373 |
| Feb 2016 | $135.8M | $135.8M | $0 | 8 | 373 |
| Feb 2016 | $135.8M | $135.8M | $0 | 8 | 373 |
| Dec 2015 | $124.8M | $124.8M | $0 | 5 | 337 |
| Dec 2015 | $124.8M | $124.8M | $0 | 5 | 337 |
| Oct 2015 | $124.8M | $124.8M | $0 | 5 | 337 |
| Jun 2015 | $124.8M | $124.8M | $0 | 5 | 337 |
| Mar 2015 | $124.8M | $124.8M | $0 | 5 | 337 |
| Jan 2015 | $113.5M | $113.5M | $0 | 5 | 317 |
| Dec 2014 | $113.5M | $113.5M | $0 | 5 | 317 |
| Mar 2014 | $113.5M | $113.5M | $0 | 6 | 317 |
| Feb 2014 | $113.5M | $113.5M | $0 | 6 | 317 |
| Apr 2012 | $59M | $59M | $0 | 1 | 180 |
| Mar 2012 | $59M | $59M | $0 | 1 | 180 |
| Feb 2012 | $53.3M | $53.3M | $0 | 1 | 180 |
DateNov 2025
Total AUM$577.3M
Discretionary$577.3M
Non-Disc.$0
Employees11
Clients62
DateApr 2025
Total AUM$577.3M
Discretionary$577.3M
Non-Disc.$0
Employees11
Clients62
DateMar 2025
Total AUM$577.3M
Discretionary$577.3M
Non-Disc.$0
Employees11
Clients62
DateJun 2024
Total AUM$484.9M
Discretionary$484.9M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$484.9M
Discretionary$484.9M
Non-Disc.$0
Employees11
Clients0
DateNov 2023
Total AUM$333.3M
Discretionary$333.3M
Non-Disc.$0
Employees11
Clients0
DateSep 2023
Total AUM$333.3M
Discretionary$333.3M
Non-Disc.$0
Employees11
Clients0
DateJul 2023
Total AUM$333.3M
Discretionary$333.3M
Non-Disc.$0
Employees11
Clients0
DateMay 2023
Total AUM$333.3M
Discretionary$333.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$333.3M
Discretionary$333.3M
Non-Disc.$0
Employees11
Clients0
DateJan 2023
Total AUM$317.8M
Discretionary$317.8M
Non-Disc.$0
Employees7
Clients0
DateDec 2022
Total AUM$317.8M
Discretionary$317.8M
Non-Disc.$0
Employees7
Clients0
DateNov 2022
Total AUM$317.8M
Discretionary$317.8M
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$317.8M
Discretionary$317.8M
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$317.8M
Discretionary$317.8M
Non-Disc.$0
Employees7
Clients0
DateJun 2022
Total AUM$355.6M
Discretionary$355.6M
Non-Disc.$0
Employees7
Clients0
DateMay 2022
Total AUM$355.6M
Discretionary$355.6M
Non-Disc.$0
Employees7
Clients0
DateApr 2022
Total AUM$355.6M
Discretionary$355.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$355.6M
Discretionary$355.6M
Non-Disc.$0
Employees7
Clients0
DateDec 2021
Total AUM$298.7M
Discretionary$298.7M
Non-Disc.$0
Employees8
Clients0
DateNov 2021
Total AUM$298.7M
Discretionary$298.7M
Non-Disc.$0
Employees8
Clients0
DateJul 2021
Total AUM$298.7M
Discretionary$298.7M
Non-Disc.$0
Employees8
Clients0
DateJul 2021
Total AUM$298.7M
Discretionary$298.7M
Non-Disc.$0
Employees8
Clients0
DateFeb 2021
Total AUM$298.7M
Discretionary$298.7M
Non-Disc.$0
Employees8
Clients0
DateFeb 2021
Total AUM$298.7M
Discretionary$298.7M
Non-Disc.$0
Employees8
Clients0
DateAug 2020
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees8
Clients0
DateMay 2020
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees8
Clients0
DateMay 2020
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees8
Clients0
DateMay 2020
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees8
Clients0
DateFeb 2020
Total AUM$254.6M
Discretionary$254.6M
Non-Disc.$0
Employees8
Clients0
DateJan 2019
Total AUM$208.4M
Discretionary$208.4M
Non-Disc.$0
Employees8
Clients0
DateJan 2019
Total AUM$208.4M
Discretionary$208.4M
Non-Disc.$0
Employees8
Clients0
DateOct 2018
Total AUM$192.8M
Discretionary$192.8M
Non-Disc.$0
Employees7
Clients0
DateJun 2018
Total AUM$192.8M
Discretionary$192.8M
Non-Disc.$0
Employees7
Clients0
DateFeb 2018
Total AUM$192.8M
Discretionary$192.8M
Non-Disc.$0
Employees7
Clients0
DateFeb 2017
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees10
Clients500
DateNov 2016
Total AUM$135.8M
Discretionary$135.8M
Non-Disc.$0
Employees8
Clients373
DateAug 2016
Total AUM$135.8M
Discretionary$135.8M
Non-Disc.$0
Employees8
Clients373
DateJun 2016
Total AUM$135.8M
Discretionary$135.8M
Non-Disc.$0
Employees8
Clients373
DateApr 2016
Total AUM$135.8M
Discretionary$135.8M
Non-Disc.$0
Employees8
Clients373
DateApr 2016
Total AUM$135.8M
Discretionary$135.8M
Non-Disc.$0
Employees8
Clients373
DateFeb 2016
Total AUM$135.8M
Discretionary$135.8M
Non-Disc.$0
Employees8
Clients373
DateFeb 2016
Total AUM$135.8M
Discretionary$135.8M
Non-Disc.$0
Employees8
Clients373
DateDec 2015
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees5
Clients337
DateDec 2015
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees5
Clients337
DateOct 2015
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees5
Clients337
DateJun 2015
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees5
Clients337
DateMar 2015
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees5
Clients337
DateJan 2015
Total AUM$113.5M
Discretionary$113.5M
Non-Disc.$0
Employees5
Clients317
DateDec 2014
Total AUM$113.5M
Discretionary$113.5M
Non-Disc.$0
Employees5
Clients317
DateMar 2014
Total AUM$113.5M
Discretionary$113.5M
Non-Disc.$0
Employees6
Clients317
DateFeb 2014
Total AUM$113.5M
Discretionary$113.5M
Non-Disc.$0
Employees6
Clients317
DateApr 2012
Total AUM$59M
Discretionary$59M
Non-Disc.$0
Employees1
Clients180
DateMar 2012
Total AUM$59M
Discretionary$59M
Non-Disc.$0
Employees1
Clients180
DateFeb 2012
Total AUM$53.3M
Discretionary$53.3M
Non-Disc.$0
Employees1
Clients180