# TWRU PRIVATE WEALTH MANAGEMENT, LLC

TWRU PRIVATE WEALTH MANAGEMENT, LLC of BATON ROUGE, LA is an SEC-registered investment adviser.

## Registration

- CRD: 117222
- Type: SEC-registered investment adviser
- SEC file number: 801-66991
- Location: 527 E. AIRPORT AVE, BATON ROUGE, LA, 70806
- Phone: 225-926-1050
- Latest filing: 2026-02-18
- Regulatory AUM: $78.6M
- Discretionary AUM: $78.6M
- Clients: 2
- Accounts: 73

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Pensions, Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| BROWN KENNETH WILLIAM | MEMBER | — |
| UFFMAN KERRY GLEN | MANAGING MEMBER & CCO; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| WILSON STEWART WILLIAM | MEMBER | — |
| BOFINGER JR WARREN GEORGE | MEMBER | — |
| SIMMONS WALTER LOUIS | MEMBER | — |
| UFFMAN KERRY G | MANAGING MEMBER & CCO; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| BROWN DON W | MEMBER | — |
| WILSON STEWART W | MEMBER | — |
| BOFINGER JR G WARREN | MEMBER | — |
| SIMMONS WALTER L | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117222/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117222/similar
- Related entities: https://search.stillhousedata.com/firm/117222/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117222

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.