Investment adviser · CRD 117295
TW ADVISORS
Investment adviser filing (IA)
TILLAR-WENSTRUP ADVISORS, LLC
CENTERVILLE, OH, United States · Form ADV filed Feb 23, 2022
- Regulatory AUM
- $270M Form ADV · Item 5.F
- Client accounts
- 490 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 107 | $208,845,478 | 77.5% |
| Individuals | 129 | $34,104,546 | 12.7% |
| Retirement plans | 11 | $21,936,262 | 8.1% |
| Charities | 5 | $2,891,510 | 1.1% |
| Corporations & businesses | Fewer than 5 | $1,772,023 | 0.7% |
Filing source
Form ADV 1607711 · Feb 23, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 23, 2022. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters
Compensation
Percentage of assets
Principal office
1065 E. CENTERVILLE STATION ROADCENTERVILLE, OH, 45459, United States
CRD 117295
Filing source
Form ADV 1607711 · Feb 23, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.