Who We Are
“Enjoy being an advisor again”
TLWM is a SEC Registered Investment Advisor with headquarters in San Antonio, Texas. TLWM operates on LPL Financial’s hybrid RIA platform, and allows advisor access to wealth management resources through the use of multiple custodians.
Texas Legacy Wealth Management was founded in 2005 by Enzo T. Pellegrino, CFP® to provide our retail clients with comprehensive asset management and personal service that is rooted in caring, kindness and wisdom. “When I built TLWM, I simply wanted to create a platform that would allow us to enjoy our business again, and serve our clients better. This meant having access to resources that would allow us to grow more efficiently.” Enzo T. Pellegrino, CFP®, TLWM President
TLWM provides an array of tools that advisors can outsource to TLWM. “We do this so advisors can spend more time deepening relationships with their clients, gathering more assets and enjoy being a financial advisor again.” Enzo T. Pellegrino, CFP®, TLWM President.