TWRU PRIVATE WEALTH MANAGEMENT, LLC

BATON ROUGE, Louisiana·5 registered advisors·CRD# 117222
SEC# 801-66991225-926-1050
01

Firm Overview

AUM
$71M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at TWRU PRIVATE WEALTH MANAGEMENT, LLC

5 registered advisors
Don William Brown
BATON ROUGE, Louisiana
Kerry Glen Uffman
BATON ROUGE, Louisiana
Stewart William Wilson
BATON ROUGE, Louisiana
Walter Louis Simmons
BATON ROUGE, Louisiana
Warren George Bofinger. Jr
BATON ROUGE, Louisiana
05

Office Locations

BATON ROUGE, Louisiana
5 advisors

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Data sourced from SEC Form ADV filings. TWRU PRIVATE WEALTH MANAGEMENT, LLC (CRD# 117222) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.