FWL INVESTMENT MANAGEMENT, LLC
C36
CRD 174119·SEC 801-110851·DALLAS, TX
AUM
$1.24B
$1B+
Est. Revenue
$12.4M
@ 1% on AUM
Est. EBITDA
$3.7M
@ 30% margin
Est. Deal Value
$29.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $162.4M
'21 · $420.6M
'22 · $500.3M
'23 · $567.3M
'25 · $805.7M
'26 · $1.24B
'20'26
$162.4M → $1.24B▲ +664%
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 2 advisors
'22 · 4 advisors
'23 · 2 advisors
'25 · 4 advisors
'26 · 4 advisors
'20'26
4 advisors → 4 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
2911 TURTLE CREEK BOULEVARDSUITE 920DALLAS, TX 75219
Business
2911 TURTLE CREEK BOULEVARDSUITE 920DALLAS, TX 75219
Edgar Recent Filings
13F-HR2026-05-15 · 0001999371-26-010798
13F-HR2026-02-17 · 0001999371-26-003378