TWM Wealth Management Corp
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$88,526,778
Clients
167
Advisors
2
of 2 employees
About
TWM Wealth Management Corp provides investment portfolio management and financial planning to individuals (including high-net-worth clients), trusts, estates, private foundations, and business owners, and also accepts written consulting engagements with brokerage customers. Services are offered on a discretionary or non-discretionary basis across multiple account types and may be delivered as standalone consulting or integrated financial planning alongside asset management.
The firm begins client relationships with a detailed interview and data collection process to develop an Investment Policy Statement and implements diversified portfolios primarily using mutual funds and ETFs, while also employing individual stocks, bonds, and fixed-income strategies as appropriate. Portfolio decisions rely on fundamental and technical analysis and asset-allocation considerations; the firm may manage only a portion of a household’s assets and may permit leverage or concentrated exposures where agreed with clients.
Distinctive elements disclosed in the brochure include a formal consulting arrangement with Mutual Securities, Inc. to provide investment consulting to brokerage customers (with compensation paid by the broker-dealer), and an offering of customized educational seminars and potential newsletters or periodicals. The firm’s principal also operates several outside businesses — including a private investment fund focused on music intellectual property and affiliated holding companies — and the brochure discloses a prior Washington State consent order involving the firm’s control person and related disgorgement.
Client services
Expertise
Occupation focus
Fee options
$0 - $5,000,000: 1.0% $5,000,001 - $7,500,000: 0.75% $7,500,001+: 0.6%
$600 per hour
Account minimum: $250,000
Main office
1969 Willamette Falls Drive, Suite 230
West Linn OR 97068
Advisors at this office
2
Most active in
California · Oregon · Texas · Washington
Also doing business as
Taylor Wealth Management · Twm Wealth Management Corp · Twm Wealth Management Corp. · Twm Wealth Management, Corp · Twm Wealth Management, Corp.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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.
Forms ADV
Quick links
Advisors at this firm
Megan R
Series 63, Series 65, Series 66
West Linn, OR
TWM Wealth Management Corp
Megan Reink is a financial advisor with TWM Wealth Management Corp in West Linn, OR, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. She has worked at Crown Capital Securities, LP for 15 years and held positions at Morgan Stanley and Morgan Stanley & Co. LLC from 2008 to 2011. TWM Wealth Management Corp provides investment portfolio management and financial planning services to individuals, trusts, estates, private foundations, and business owners. The firm uses a detailed client interview process to develop Investment Policy Statements and implements diversified portfolios primarily through mutual funds and ETFs, employing fundamental and technical analysis alongside asset allocation strategies.
Louis T
Series 63, Series 65
West Linn, OR
TWM Wealth Management Corp
Louis Taylor is a financial advisor at TWM Wealth Management Corp with 28 years of industry experience. He has been with TWM Wealth Management since 2010 and previously worked at Crown Capital Securities, LP for 18 years. Outside of advising, he serves as Chair of the West Linn and Wilsonville School Board and is involved as owner and managing partner in several business ventures, including a company manufacturing topical pain ointment and a medical billing firm. TWM Wealth Management Corp provides investment portfolio management and financial planning to individuals, trusts, estates, private foundations, and business owners. The firm employs a diverse investment approach using mutual funds, ETFs, individual securities, and fixed-income strategies, offering services on both a discretionary and non-discretionary basis, and includes formal consulting arrangements and educational offerings.
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