Tlwm Financial

Tlwm Financial (CRD# 158305) is a financial advisory firm headquartered in San Antonio, TX. They manage $355,643,496 in 1,233 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    356
    MILLION
  • Total Number of Accounts
    1,233
    ACCOUNTS
  • Average Account Value
    $288,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, HI, TX, VA

Financial Advisors at Tlwm Financial
Showing 1 - 6 of 6 top financial advisors.
1
Robert S. Bowerman
CRD#: 4697103
40 Ne Loop 410, Suite 644, San Antonio, TX 78216

Robert Bowerman (CRD# 4697103) is an Investment Advisor Representative working at Tlwm Financial in San Antonio, TX and has over 18 years of experience in the finance industry. Robert Bowerman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Teshay D. Flowers
CRD#: 5522593
3901 Arlington Highlands Blvd., Suite 200, Arlington, TX 76018

Teshay Flowers (CRD# 5522593) is an Investment Advisor Representative working at Tlwm Financial in Arlington, TX and has over 13 years of experience in the finance industry.

3
Elissa M. Lococo
CRD#: 5660334
40 N.e. Loop 410, Suite 644, San Antonio, TX 78216

Elissa Lococo (CRD# 5660334) is an Investment Advisor Representative working at Tlwm Financial in San Antonio, TX and has over 11 years of experience in the finance industry.

4
Enzo T. Pellegrino
CRD#: 4392184
40 Ne Loop 410, Suite 644, San Antonio, TX 78216

Enzo Pellegrino (CRD# 4392184) is an Investment Advisor Representative working at Tlwm Financial in San Antonio, TX and has over 20 years of experience in the finance industry. Enzo Pellegrino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Simon J. Thompson
CRD#: 5436136
40 Ne Loop 410, Suite 644, San Antonio, TX 78216

Simon Thompson (CRD# 5436136) is an Investment Advisor Representative working at Tlwm Financial in San Antonio, TX and has over 14 years of experience in the finance industry.

6
Preston J. Vaught
CRD#: 6533983
40 Ne Loop 410, Suite 644, San Antonio, TX 78216

Preston Vaught (CRD# 6533983) is an Investment Advisor Representative working at Tlwm Financial in San Antonio, TX and has over 6 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.