# TWM WEALTH MANAGEMENT CORP

TWM WEALTH MANAGEMENT CORP of WEST LINN, OR is an SEC-registered investment adviser.

## Registration

- CRD: 321103
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/321103/brochure
- Similar advisers: https://search.stillhousedata.com/firm/321103/similar
- Related entities: https://search.stillhousedata.com/firm/321103/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/321103

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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.