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TWRU Private Wealth Management, LLC

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Client assets under management

$78,610,147

Clients

33

100% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

17

Very Low

Average account size

$2,382,126

About

TWRU Private Wealth Management provides investment advisory and asset management to individuals, high-net-worth clients, trusts, small businesses and employer-sponsored retirement plans. The firm offers discretionary portfolio management, pension consulting and other financial consulting services, and it also works with clients on transition and implementation matters for accounts held with independent custodians.

The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes diversified, asset-class portfolios largely constructed with institutional mutual funds (notably Dimensional Fund Advisors) alongside selective individual equity and fixed‑income holdings; accounts are monitored, periodically rebalanced and reviewed at least quarterly. TWRU typically manages assets on a discretionary basis and produces written investment policy statements and quarterly performance reporting for clients.

TWRU is distinct among similar-sized supported advisers because it is affiliated with an established accounting practice (Thomas, Wilson, Ragusa, Uffman & Co.), with CPA partners referring clients and sharing in the adviser’s profits, which enables a combined accounting and wealth management service model that is uncommon for peers. The firm’s small adviser team overseeing roughly $78.6 million across 33 clients suggests a concentrated, private-wealth focus and an emphasis on institutional-style fund solutions and ERISA 3(21)/3(38) plan services.

Client services

Portfolio management Pension consulting Consulting

Expertise

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

Fee options

Percentage

Under $200,000 - $199,999: 1.85% $200,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000+: 0.70%

Other

Account minimum: $1,000,000

Main office location

TWRU Private Wealth Management, LLC

527 E. Airport Ave

Baton Rouge LA 70806, United States

Number of offices

2

Most active in

More info

Louisiana · Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 225-926-1050

Advisors at this firm

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Kerry U

CFP®, CFA®, PFS™

Baton Rouge, LA

TWRU Private Wealth Management, LLC

Kerry Uffman is a CFP®, CFA®, and PFS™ with 18 years of experience as a financial advisor at TWRU Private Wealth Management, LLC, where he has worked since 2001. He also has over 40 years of experience as a CPA through his own practice. Uffman is a partner with a 20% ownership interest in TWRU CPA's & Financial Advisors, which provides accounting and financial planning services. TWRU Private Wealth Management offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, small businesses, and qualified retirement plans. The firm integrates investment management with tax and accounting services through its affiliation with a CPA practice and employs a strategy based on modern portfolio theory and asset-class diversification.

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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David J

CFP®

Baton Rouge, LA

TWRU Private Wealth Management, LLC

David Johnson is a CFP® professional with seven years of experience at TWRU Private Wealth Management, LLC, based in Baton Rouge, LA. He has worked exclusively within the TWRU group since 2011, including roles at TWRU CPAs and Financial Advisors. TWRU Private Wealth Management offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, small businesses, and qualified retirement plans. The firm integrates investment management with tax and accounting services through its affiliation with a CPA practice and employs a portfolio approach based on modern portfolio theory and asset-class diversification.

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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