Twru Private Wealth Management, LLC

Twru Private Wealth Management, LLC (CRD# 117222) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $77,870,612 in 136 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
527 E. Airport Ave, Baton Rouge, LA 70806
http://www.twruwealth.com
By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $572,578
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Twru Private Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Sara Downing, financial advisor Baton Rouge LA
Sara M. Downing
CRD#: 5542410
527 E. Airport Ave, Baton Rouge, LA 70806

Sara Downing (CRD# 5542410) is an Investment Advisor Representative working at Twru Private Wealth Management, LLC in Baton Rouge, LA and has 1 year of experience in the finance industry.

2
Linda Gibson, financial advisor Baton Rouge LA
Linda Gibson
CRD#: 7069010
527 E. Airport Ave, Baton Rouge, LA 70806

Linda Gibson (CRD# 7069010) is an Investment Advisor Representative working at Twru Private Wealth Management, LLC in Baton Rouge, LA and has 1 year of experience in the finance industry.

3
Lana Odom, financial advisor Baton Rouge LA
Lana C. Odom
CRD#: 6363413
527 E. Airport Ave, Baton Rouge, LA 70806

Lana Odom (CRD# 6363413) is an Investment Advisor Representative working at Twru Private Wealth Management, LLC in Baton Rouge, LA and has 1 year of experience in the finance industry.

4
Kerry Uffman, financial advisor Baton Rouge LA
Kerry G. Uffman
CRD#: 4491398
527 East Airport Avenue, Baton Rouge, LA 70806

Kerry Uffman (CRD# 4491398) is an Investment Advisor Representative working at Twru Private Wealth Management, LLC in Baton Rouge, LA and has 1 year 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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