RIA Intel›Advisers›Texas›PLW FINANCIAL, LLC

PLW FINANCIAL, LLC

Advisory

NEW BRAUNFELS, TX

Data as of Jan 9, 2026 · Source: SEC Form ADV

Rank in TX
#2,287
of 2,813 advisers by AUM
Average account
$352K
across 37 accounts
AUM per adviser
$13M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 9, 2026.

Total AUM
$13M
Discretionary %
100%
Clients
33
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$13M
Discretionary AUM$13M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients33
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

SYMPHONY ONE CAPITAL MANAGEMENT, LLC
DALLAS, TX
$13M
IRON OAK CAPITAL MANAGEMENT, LLC
$13M
IMPACT WEALTH GROUP LLC
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$13M
LEGACY SPRINGS ADVISORS, LLC
$13M
KINETIX FINANCIAL PLANNING LLC
$13M
TACTICAL WEALTH PARTNERS, LLC
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