TWRU Private Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
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%
Account minimum: $1,000,000
Main office
527 E. Airport Ave
Baton Rouge LA 70806
Advisors at this office
5
Most active in
Louisiana · Texas
Also doing business as
Twru Investment Advisors LLC · Twru Investment Advisors, LLC · Twru Investment Advisros, LLC · Twru Private Wealth Management, LLC · Uffman Private Wealth Management
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
Quick links
Advisors at this firm
Linda G
Baton Rouge, LA
TWRU Private Wealth Management, LLC
Linda Gibson is a CPA and financial advisor with TWRU Private Wealth Management, LLC in Baton Rouge, LA, with seven years of industry experience. She has been with TWRU since 1997, primarily focusing on her CPA role while acting as a solicitor for the firm. 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 accounting services through its formal affiliation with a CPA practice and emphasizes a portfolio approach based on modern portfolio theory and asset-class diversification.
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.
Sara D
Baton Rouge, LA
TWRU Private Wealth Management, LLC
Sara Downing is a financial advisor with TWRU Private Wealth Management, LLC, based in Baton Rouge, LA, with 17 years of industry experience. She has been with TWRU since 2008 and is also associated with Thomas, Wilson, Ragusa, Uffman & Co. since 1991. 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’s investment approach is based on modern portfolio theory and asset-class diversification, using institutional mutual funds and model portfolios, with a formal affiliation to a CPA practice that integrates investment, tax, and fiduciary services.
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.
Lana O
Baton Rouge, LA
TWRU Private Wealth Management, LLC
Lana Odom is a CPA with 11 years of experience in the financial industry and has been with TWRU CPAs since 2005. She serves as a solicitor for TWRU Private Wealth Management, LLC, where she focuses primarily on her accounting role. TWRU Private Wealth Management provides investment advisory and asset management services to individuals, high-net-worth clients, trusts, small businesses, and employer-sponsored retirement plans. The firm employs a Modern Portfolio Theory-based approach, using diversified portfolios that integrate institutional mutual funds and select individual securities, with a combined accounting and wealth management service model through its affiliation with an established CPA practice.
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