Wardlaw Wealth Management LLC

Wardlaw Wealth Management LLC (CRD# 315408) is a financial advisory firm headquartered in Waco, TX. They manage $67,944,242 in 170 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
200 W. Highway 6, No.614, Waco, TX 76712
http://www.tools2retire.com/
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $399,672
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Wardlaw Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Trevor Wardlaw, financial advisor Waco TX
Trevor P. Wardlaw
CRD#: 2946442
200 W. Highway 6, No.614, Waco, TX 76712

Trevor Wardlaw (CRD# 2946442) is an Investment Advisor Representative working at Wardlaw Wealth Management LLC in Waco, TX and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals