OMAHA, NE Investment Advisor How do I update this listing?

TLW Wealth Management is based out of Omaha. TLW Wealth Management is a registered investment advisory firm with discretionary assets under management (AUM) of $0 (Form ADV from 2016-06-30). Their last reported 13F filing for Q4 2018 included $96,780,000 in managed 13F securities and a top 10 holdings concentration of 96.75%. TLW Wealth Management's largest holding is Vanguard Total Stock Market ETF with shares held of 333,459. Whalewisdom has at least 1 13F filings

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13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

4845 S. 184TH PLAZA
OMAHA NE    68135
Country: United States

Business Phone: 402-505-8643
Fax: 402-505-6034
Professional Investment Advisor Data
SEC Registration as :
Form of Organization: Limited Liability Company
Organized in: NE
Number of employees: 2
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Data above was derived from SEC filings.

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018


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