Twru Private Wealth Management, LLC

Twru Private Wealth Management, LLC (CRD# 117222) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $70,292,614 in 180 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $390,515
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
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.

LA, TX

Financial Advisors at Twru Private Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Chad Lefebvre
CRD#: 6174971
527 E. Airport Ave, Baton Rouge, LA 70806
90
Wealthminder
score

Chad Lefebvre (CRD# 6174971) is an Investment Advisor Representative working at Twru Private Wealth Management, LLC in Baton Rouge, LA and has over 3 years of experience in the finance industry.

2
Kerry G. Uffman
CRD#: 4491398
527 East Airport Avenue, Baton Rouge, LA 70806
90
Wealthminder
score

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. Kerry Uffman 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.

3
Don W. Brown
CRD#: 4491403
527 E. Airport Ave, Baton Rouge, LA 70806
87
Wealthminder
score

Don Brown (CRD# 4491403) 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
Sara M. Downing
CRD#: 5542410
527 E. Airport Ave, Baton Rouge, LA 70806
87
Wealthminder
score

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.

5
Teresa M. Meyer
CRD#: 2096409
527 E. Airport Ave, Baton Rouge, LA 70806
87
Wealthminder
score

Teresa Meyer (CRD# 2096409) 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.

6
Lana C. Odom
CRD#: 6363413
527 E. Airport Ave, Baton Rouge, LA 70806
87
Wealthminder
score

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.

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