Twm Wealth Management Corp

Twm Wealth Management Corp (CRD# 321103) is a financial advisory firm headquartered in West Linn, OR. They manage $72,920,594 in 1,175 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1969 Willamette Falls Drive, Suite 230, West Linn, OR 97068
https://www.instagram.com/twm_wealth/
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    1,175
    ACCOUNTS
  • Average Account Value
    $62,060
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX

Financial Advisors at Twm Wealth Management Corp
Showing 1 - 1 of 1 top financial advisors.
1
Louis Taylor, financial advisor West Linn OR
Louis C. Taylor
CRD#: 3059966
1969 Willamette Falls Drive, Suite 230, West Linn, OR 97068

Louis Taylor (CRD# 3059966) is an Investment Advisor Representative working at Twm Wealth Management Corp in West Linn, OR and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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