A complete list of active advisors currently associated with TWRU Private Wealth Management, LLC
Warmer can help you find a great advisor at TWRU Private Wealth Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at TWRU Private Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Baton Rouge, LA
| 1
| |
Baton Rouge, LA
| 18
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")