TWRU PRIVATE WEALTH MANAGEMENT, LLC

TWRU PRIVATE WEALTH MANAGEMENT, LLC of BATON ROUGE, LA is an SEC-registered investment adviser (CRD 117222). Regulatory assets under management: $78.6M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Pensions, Other.

Officers, owners & control persons (10)

NameRoleLocation
BROWN KENNETH WILLIAMMEMBER
UFFMAN KERRY GLENMANAGING MEMBER & CCO; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
WILSON STEWART WILLIAMMEMBER
BOFINGER JR WARREN GEORGEMEMBER
SIMMONS WALTER LOUISMEMBER
UFFMAN KERRY GMANAGING MEMBER & CCO; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
BROWN DON WMEMBER
WILSON STEWART WMEMBER
BOFINGER JR G WARRENMEMBER
SIMMONS WALTER LMEMBER

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