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Don William Brown

TWRU PRIVATE WEALTH MANAGEMENT, LLC·BATON ROUGE, Louisiana
Clean record13 years registeredTWRU PRIVATE WEALTH MANAGEMENT, LLC
527 E. AIRPORT AVE, BATON ROUGE, LA 70806CRD# 4491403Firm CRD# 117222

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Don William Brown · BATON ROUGE, LA
Registration
CRD #4491403 · TWRU PRIVATE WEALTH MANAGEMENT, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: TWRU PRIVATE WEALTH MANAGEMENT, LLC
TWRU PRIVATE WEALTH MANAGEMENT, LLC
May 2013 – Mar 2019
BATON ROUGE, LA
02

Registrations & Exams

Registration record
First registered · May 10, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TWRU PRIVATE WEALTH MANAGEMENT, LLC
CRD 117222 · SEC 801-66991
AUM
$71M
Regulatory assets under management
Employees
6
526 client accounts
Services offered by TWRU PRIVATE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TWRU PRIVATE WEALTH MANAGEMENT, LLC →
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Frequently Asked Questions

What services does Don William Brown offer?
Don William Brown specializes in Financial Planning, Investment Management, Wealth Management.
What are Don William Brown's credentials?
Don William Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Don William Brown located?
Don William Brown is based in BATON ROUGE, Louisiana, last registered with TWRU PRIVATE WEALTH MANAGEMENT, LLC.
How does Don William Brown charge for services?
Don William Brown's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TWRU PRIVATE WEALTH MANAGEMENT, LLC?
TWRU PRIVATE WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TWRU PRIVATE WEALTH MANAGEMENT, LLC

Kerry Glen Uffman
BATON ROUGE, LA
Walter Louis Simmons
BATON ROUGE, LA

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