Enzo
Pellegrino
Tlwm Financial
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About this Advisor
Enzo Pellegrino is a certified financial planner who works out of San Antonio, Texas with a total of 12 years of industry experience. Pellegrino is currently employed by Tlwm Financial. Over the course of their career, Pellegrino has held roles at Lpl Financial, LLC and Texas Legacy Wealth Management. Pellegrino has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to advise clients in California, Florida, Texas and Virginia. Tlwm Financial is a company based out of San Antonio, TX. The investment advisory business has offices in two locations and a total of 11 employees. It controls $333 million in total assets between its 1,319 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,319 customer accounts, 33% belong to high-net-worth investors who have greater than $1 million in assets. The firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees usually depend on the financial services provided. Fees charged by Tlwm Financial likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tlwm Financial Brokerage Details
$333,259,993
11
1,319
$252,661
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Enzo Pellegrino Work History
Enzo has been registered as a financial advisor for 12 years.*
Texas Legacy Wealth Management
Lpl Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Enzo Pellegrino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tlwm Financial
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
Arlington, TX
San Antonio, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
