Tlw Wealth Management, Llc
- Regulatory AUM
- $175M
- Discretionary
- $175M
- Clients
- 118
- Avg AUM / client
- $1.5M
- Accounts
- 197
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 21, 2026
Investments (13F portfolio — 16 positions, $170,740,051)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | CAP STK CL C | $24,632,958 | 85,871 | 14.4% | 14.0% |
| 2 | Berkshire Hathaway Inc Del | CL B NEW | $18,726,178 | 39,078 | 11.0% | 10.7% |
| 3 | Walmart Inc | COM | $18,559,854 | 149,339 | 10.9% | 10.6% |
| 4 | Deere & Co | COM | $16,519,336 | 29,326 | 9.68% | 9.41% |
| 5 | Microsoft Corp | COM | $13,198,421 | 35,655 | 7.73% | 7.52% |
| 6 | Waste Mgmt Inc Del | COM | $12,477,597 | 54,300 | 7.31% | 7.11% |
| 7 | Apple Inc | COM | $12,449,979 | 49,056 | 7.29% | 7.09% |
| 8 | Amazon Com Inc | COM | $11,841,607 | 56,857 | 6.94% | 6.75% |
| 9 | Costco Wholesale Corporation | COM | $11,759,867 | 11,802 | 6.89% | 6.7% |
| 10 | Tjx Cos Inc New | COM | $11,677,743 | 73,123 | 6.84% | 6.65% |
| 11 | Home Depot Inc | COM | $5,882,527 | 17,886 | 3.45% | 3.35% |
| 12 | Crocs Inc | COM | $5,239,309 | 63,109 | 3.07% | 2.99% |
| 13 | Meta Platforms Inc | CL A | $4,789,300 | 8,371 | 2.81% | 2.73% |
| 14 | Fastenal Co | COM | $2,872,810 | 61,914 | 1.68% | 1.64% |
| 15 | Marriott Intl Inc New | CL A | $71,301 | 218 | 0.04% | 0.04% |
| 16 | Tesla Inc | COM | $41,264 | 111 | 0.02% | 0.02% |
Top 25 of 16 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 84 | $12.3M | 7.03% |
| High net worth individuals | 34 | $161M | 91.9% |
| Pension and profit sharing plans | Fewer than 5 | $321K | 0.18% |
| Corporations and other businesses | Fewer than 5 | $1.6M | 0.93% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Lee Vervelde | Member/Chief Compliance Officer | Jul 2016 (10y) | 75% or more | |
| Jesse Lee Vervelde | Member | Jul 2016 (10y) | 10% – 25% | |
| Mcanarney, Maureen, Caresse | Member | Oct 2017 (9y) | Less than 5% | |
| Molly Vervelde Arnall | Member | CFP | Jan 2020 (7y) | 10% – 25% |
| Dylan Tanner Arnall | Registered representative | CFP | Jan 2025 (2y) | |
| Jordan R Ackerman | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 5% 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) | 07/10/2026 | 903 KB | 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
Custody
Reported custodians
- Charles Schwab & Co. $175M (100% of AUM) Jul 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: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗