TLW Wealth Management, LLC logo

TLW Wealth Management, LLC

Updated today

Client assets under management

$173,536,587

Clients

118

29% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

24

Very Low

Average account size

$1,470,649

About

TLW Wealth Management serves individual and high‑net‑worth investors as well as companies, trusts, and estates, providing discretionary investment management and portfolio services tailored to long‑term objectives and ongoing cash‑flow needs. The firm implements these services mainly through active trading of individual equity securities and will structure portfolios to meet monthly withdrawal requirements.

The firm's investment approach is value‑oriented and long‑term, drawing on principles associated with John Templeton, Peter Lynch, and Warren Buffett; it typically buys into declining stocks, may average down two to three times, and often starts positions with partial allocations. Position‑sizing guidelines generally aim to limit individual stock holdings to about 12% of a portfolio (with exceptions for appreciated but still‑undervalued holdings), and positions are trimmed as they become overvalued.

Compared with many team advisers, TLW pairs a relatively concentrated, individual‑stock strategy with a small advisory team managing roughly $175 million in discretionary assets and maintains continuous monitoring with at least weekly internal account reviews. Operationally, the firm does not accept proxy‑voting authority from clients and uses a recommended custodian relationship plus a third‑party platform for held‑away retirement accounts without taking custody, practices that differ from many peers.

Client services

Portfolio management

Expertise

Active portfolio management Concentrated stock management

Fee options

Percentage

1.00% annually, charged quarterly in advance on the average account value for the quarter

Other

Account minimum: $100,000

Main office location

TLW Wealth Management, LLC

Indian Rocks Beach FL, United States

Number of offices

2

Most active in

Florida · Nebraska · Texas · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jesse V

Series 65

Indian Rocks Beach, FL

TLW Wealth Management, LLC

Jesse Vervelde is a financial advisor at TLW Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Vsr Financial Services, Inc. from 2013 to 2016 before joining TLW Wealth Management in 2016. Outside of his advisory role, he is involved in executive and life coaching. TLW Wealth Management provides discretionary investment and portfolio management services to individuals, high-net-worth clients, companies, trusts, and estates. The firm employs a value-driven investment approach influenced by Templeton, Lynch, and Buffett, focusing on long-term equity investing and active portfolio management.

Active portfolio management Concentrated stock management
user avatar

David V

Series 63

Indian Rocks Beach, FL

TLW Wealth Management, LLC

David Vervelde is a financial advisor at TLW Wealth Management, LLC with 41 years of industry experience. He holds a Series 63 designation and has been with TLW Wealth Management since 2016. Prior to that, he worked at VSR Advisory Services, Inc. and VSR Financial Services, Inc. from 2012 to 2016. Outside of his advisory role, he is a partner in a real estate business based in Hayward, Wisconsin. TLW Wealth Management provides discretionary investment and portfolio management services primarily to individuals, high-net-worth clients, companies, trusts, and estates. The firm follows a value-driven investment approach influenced by Templeton, Lynch, and Buffett, focusing on long-term individual equity selection and hands-on client oversight.

Active portfolio management Concentrated stock management
user avatar

Dylan A

CFP®, Series 63, Series 65

Indian Rocks Beach, FL

TLW Wealth Management, LLC

Dylan Arnall is a CFP® certificant with four years of industry experience, currently serving as an advisor at TLW Wealth Management, LLC. His background includes roles at Paychex Securities Corporation and ADP, Inc. Outside of his advisory work, he is involved in executive and life coaching. TLW Wealth Management provides discretionary investment and portfolio management services to individuals, high-net-worth clients, companies, trusts, and estates. The firm employs a value-driven investment approach influenced by Templeton, Lynch, and Buffett, focusing on long-term individual stock selection and active portfolio management.

Active portfolio management Concentrated stock management
user avatar

Molly A

CFP®, Series 65

Indian Rocks Beach, FL

TLW Wealth Management, LLC

Molly Arnall is a CFP® with six years of industry experience, currently serving as a financial advisor at TLW Wealth Management, LLC since 2019. Prior to joining TLW, she worked briefly at Berkshire Hathaway and has experience in life coaching through her outside business, Lyf Coach and Development, where she provides executive and personal growth coaching. TLW Wealth Management is a three-advisor firm managing approximately $175 million in discretionary assets, focusing on value-driven investment strategies influenced by Templeton, Lynch, and Buffett. The firm serves individuals, high-net-worth clients, companies, trusts, and estates with customized portfolio management emphasizing long-term equity investments and hands-on client oversight.

Active portfolio management Concentrated stock management
user avatar

Jordan A

Series 63, Series 65

Omaha, NE

TLW Wealth Management, LLC

Active portfolio management Concentrated stock management
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")