PLW FINANCIAL

PLW FINANCIAL of NEW BRAUNFELS, TX is an SEC-registered investment adviser (CRD 291315). Regulatory assets under management: $13.0M.

Registration

• CRD: 291315
• Type: Registered investment adviser
• Location: 270 RIVER CHASE WAY, NEW BRAUNFELS, TX, 78132
• Phone: (210) 391-0414
• Latest filing: 2026-01-09
• Regulatory AUM: $13.0M
• Discretionary AUM: $13.0M
• Clients: 1
• Accounts: 37

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291315 on SEC IAPD (source of record)
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