TWM WEALTH MANAGEMENT CORP

TWM WEALTH MANAGEMENT CORP of WEST LINN, OR is an SEC-registered investment adviser (CRD 321103). Regulatory assets under management: $89.9M.

Registration

• CRD: 321103
• Type: Registered investment adviser
• Location: 1969 WILLAMETTE FALLS DRIVE, WEST LINN, OR, 97068
• Phone: 503-387-3560
• Latest filing: 2026-03-31
• Regulatory AUM: $89.9M
• Discretionary AUM: $89.9M
• Clients: 2
• Accounts: 453

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Corporations, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321103 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search