TLW Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TLW Wealth Management is a five-advisor firm managing roughly $175 million for individuals, high-net-worth clients, companies, trusts and estates. It provides discretionary investment management focused on individual equities and exchange-traded funds for investors with multi-decade time horizons and can structure portfolios to accommodate ongoing monthly cash withdrawals.
The firm follows a value-oriented, long-term approach influenced by Templeton, Lynch and Buffett, typically buying on weakness, averaging into positions and pruning holdings as they become overvalued. TLW generally limits individual stock positions to around 12% of a portfolio (with exceptions), initiates positions in partial increments, and continuously reviews accounts with quarterly suitability checks.
Notably, TLW does not offer formal financial planning as a standalone service, an uncommon choice for a team of its size, even though several team members hold CFP® certifications and the firm will review clients’ financial situations upon request. The firm operates with discretionary trading authority, does not accept proxy voting on client securities (clients retain voting rights), and maintains a primary custodian relationship while using a third‑party platform to manage held‑away retirement accounts.
Client services
Expertise
Fee options
1.00% annually on average quarterly account value
Account minimum: $100,000 (may be waived at discretion)
Main office
Indian Rocks Beach FL
Advisors at this office
5
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jesse V
Series 65
Indian Rocks Beach, FL
TLW Wealth Management, LLC
Jesse Vervelde is a financial advisor at TLW Wealth Management, LLC with 11 years of industry experience. He has been with TLW Wealth Management since 2016. He holds a Series 65 designation. TLW Wealth Management is a five-advisor firm managing approximately $175 million for individuals, high-net-worth clients, companies, trusts, and estates. The firm focuses on discretionary investment management using a value-oriented, long-term approach centered on individual equities and exchange-traded funds.
David V
Series 63
Indian Rocks Beach, FL
TLW Wealth Management, LLC
David Vervelde is a financial advisor at TLW Wealth Management, LLC with 42 years of industry experience. He has worked at TLW Wealth Management since 2016, following previous roles at VSR Financial Services, Inc. and Robert Baird & Co. Outside of advisory work, he is a partner in Teal Wing LLC, a real estate business based in Hayward, Wisconsin. TLW Wealth Management is a five-advisor firm managing approximately $175 million for individuals, high-net-worth clients, companies, trusts, and estates. The firm employs a value-oriented, long-term investment approach focused on individual equities and exchange-traded funds, typically structuring portfolios for multi-decade time horizons and accommodating ongoing monthly withdrawals.
Dylan A
CFP®, Series 63, Series 65
Indian Rocks Beach, FL
TLW Wealth Management, LLC
Dylan Arnall is a CFP®-certified financial advisor with five years of industry experience. He is currently with TLW Wealth Management, LLC, where he has worked since 2024. Prior to joining TLW, Arnall held roles at Paychex and ADP, gaining experience in financial services and brokerage operations. TLW Wealth Management is a five-advisor firm managing approximately $175 million for individuals, high-net-worth clients, companies, trusts, and estates. The firm employs a value-oriented, long-term investment approach focused on individual equities and ETFs, with discretionary management tailored to clients’ time horizons and cash flow needs.
Molly A
CFP®, Series 65
Indian Rocks Beach, FL
TLW Wealth Management, LLC
Molly Arnall is a Certified Financial Planner® with six years of industry experience, currently serving as an advisor at TLW Wealth Management, LLC since 2019. She previously held roles at Berkshire Hathaway and has experience in life coaching as an executive and personal development coach. TLW Wealth Management is a five-advisor firm managing approximately $175 million for individuals, high-net-worth clients, companies, trusts, and estates. The firm employs a value-oriented, long-term investment approach focused on individual equities and exchange-traded funds, typically buying on weakness and managing portfolios with ongoing suitability reviews.
Jordan A
Series 63, Series 65
Indian Rocks Beach, FL
TLW Wealth Management, LLC
Jordan Ackerman is a financial advisor at TLW Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses. His background includes roles at TD Ameritrade and Medical Solutions, as well as entrepreneurial experience with Silicon Prairie Marketing LLC. TLW Wealth Management is a team of five advisors managing approximately $175 million for a range of clients including individuals, high-net-worth clients, companies, trusts, and estates. The firm employs a value-oriented, long-term investment approach focused on individual equities and ETFs, typically buying on weakness and managing portfolios for multi-decade horizons.
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