WARDLAW WEALTH MANAGEMENT LLC

WARDLAW WEALTH MANAGEMENT LLC of WACO, TX is an SEC-registered investment adviser (CRD 315408). Regulatory assets under management: $75.6M.

Registration

• CRD: 315408
• Type: Registered investment adviser
• Location: 200 W. HIGHWAY 6, NO.614, WACO, TX, 76712
• Phone: 254-776-5310
• Latest filing: 2026-01-30
• Regulatory AUM: $75.6M
• Discretionary AUM: $75.6M
• Clients: 1
• Accounts: 200

Business model

Compensation: % of AUM, Hourly.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315408 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search