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Sara Margaret Downing

Twru Private Wealth Management, LLC

Baton Rouge, LA

CRD 5542410

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Employer firm

Twru Private Wealth Management, LLC CRD 117222

$78.6M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Twru Private Wealth Management, Llc

527 E. Airport Ave, Baton Rouge, LA 70806 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2008-07-09
  • LA RA
    APPROVED
    Since 2008-07-09

Branch Locations

527 E. Airport Ave, Baton Rouge, LA 70806 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thomas, Wilson, Ragusa, Uffman & Co. Baton Rouge LA 02/1991 Present
Twru Weatlth Management, Llc Baton Rouge LA 03/2008 Present
  • 02/1991 → Present
    Thomas, Wilson, Ragusa, Uffman & Co.
    Baton Rouge, LA
  • 03/2008 → Present
    Twru Weatlth Management, Llc
    Baton Rouge, LA

View on SEC IAPD

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BATON ROUGE, LA
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