Adviser Profile

As of Date 03/16/2026
Registration Maryland, Approved, 11/20/2025
Other registrations (5)
Former registrations

TWEDDELL GOLDBERG, LLC

Contact Info 209 xxxxxxx
Websites
AUM* 96,927,246
of that, discretionary 46,399,909
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 850,239
% High Net Worth 52.63%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees