Alexis Ferris
Investment adviser representative at Tlwm Financial
11 yearsExperience
1 stateRegistered in
$605.4MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- LPL FinancialOct 2025 to now
- Tlwm FinancialMay 2025 to now
- Premier Plastic SurgeryMay 2024 to May 2025
- Bebek FamilyNov 2023 to May 2025
- Busy Bees BabysittingSep 2023 to May 2025
- The RusticMay 2023 to Aug 2023
- Arizona State UniversityJul 2021 to May 2025
- TargetNov 2020 to Dec 2023
- Grabba Green Juice BarJul 2019 to Oct 2020
- Not EmployedJul 2015 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Tlwm Financial
Legal name: Tlwm, LLC
$605.4MAssets managed
1,262Clients
10Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8102934
- Firm CRD
- 158305