# Wardlaw Wealth Management LLC

> Wardlaw Wealth Management LLC is a state-registered investment advisory firm in Waco, TX, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 315408
- Filed as: WARDLAW WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Waco, TX
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315408
- AdvisorCensus page: https://advisorcensus.com/firm/wardlaw-wealth-management-llc-waco-tx-315408

## Quick answers

**How is Wardlaw Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wardlaw Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wardlaw Wealth Management LLC located?**
Wardlaw Wealth Management LLC's principal office is in Waco, TX, according to its Form ADV.

**Is Wardlaw Wealth Management LLC registered with the SEC or a state?**
Wardlaw Wealth Management LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315408.

**How much does Wardlaw Wealth Management LLC manage?**
Wardlaw Wealth Management LLC reports $75,551,173 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (100% discretionary).

**What types of clients does Wardlaw Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (91); high net worth individuals (11); charitable organizations (1).

**Does Wardlaw Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/315408

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $75,551,173
- Discretionary: $75,551,173
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 91 | $21,714,685 |
| High net worth individuals | 11 | $53,769,533 |
| Charitable organizations | 1 | $66,955 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [tools2retire.com](https://tools2retire.com)
- Facebook @tools2retire
- LinkedIn @tools2retire
- LinkedIn @tools2retire
- X @tools2retire

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wardlaw Wealth Management LLC (CRD 315408): Form ADV filing data as of October 2026.