Twru Private Wealth Management, Llc
- Regulatory AUM
- $78.6M
- Discretionary
- $78.6M
- Clients
- 33
- Avg AUM / client
- $2.4M
- Accounts
- 73
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 33 | $78.6M | 100.0% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bofinger. Jr, Warren, George | Member | Sep 2000 (26y) | GP / trustee / elected manager of Twru Resource Management Llc (indirect) | |
| Brown, Don, William | Member | Sep 2000 (26y) | GP / trustee / elected manager of Twru Resource Management Llc (indirect) | |
| Kerry Glen Uffman | Managing Member & Cco | CFP Personal Financial Specialist CFA | Sep 2000 (26y) | Less than 5% |
| Walter Louis Simmons | Member | Sep 2000 (26y) | GP / trustee / elected manager of Twru Resource Management, Llc (indirect) | |
| Wilson, Stewart, William | Member | Sep 2000 (26y) | GP / trustee / elected manager of Twru Resorce Management Llc (indirect) | |
| Sara Margaret Downing | Registered representative | Jul 2008 (18y) | ||
| Lana Cherie Odom | Registered representative | Oct 2015 (11y) | ||
| Linda Gibson | Registered representative | Jan 2019 (8y) | ||
| David Johnson | Registered representative | CFP | Jun 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Twru Resource Management Llc | Member | Sep 2000 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/18/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $78.6M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 18, 2026.
View current Form ADV (SEC/IAPD) ↗