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Condensed Consolidated Statements of Stockholders’/Members’ Equity - USD ($)
$ in Thousands
Total
Pre-Public Stock Offering Reorganization
IPO
Members’ Equity
Total Stockholders’ Equity Attributable to TWFG, Inc./ Members' Equity
Total Stockholders’ Equity Attributable to TWFG, Inc./ Members' Equity
Pre-Public Stock Offering Reorganization
Total Stockholders’ Equity Attributable to TWFG, Inc./ Members' Equity
IPO
Additional Paid-In Capital
Retained Earnings
Retained Earnings
Pre-Public Stock Offering Reorganization
Retained Earnings
IPO
Accumulated Other Comprehensive Income (Loss)
Accumulated Other Comprehensive Income (Loss)
Pre-Public Stock Offering Reorganization
Accumulated Other Comprehensive Income (Loss)
IPO
Noncontrolling Interests
Noncontrolling Interests
IPO
Cumulative Effect, Period of Adoption, Adjustment
Cumulative Effect, Period of Adoption, Adjustment
Total Stockholders’ Equity Attributable to TWFG, Inc./ Members' Equity
Cumulative Effect, Period of Adoption, Adjustment
Retained Earnings
Cumulative Effect, Period of Adoption, Adjusted Balance
Cumulative Effect, Period of Adoption, Adjusted Balance
Members’ Equity
Cumulative Effect, Period of Adoption, Adjusted Balance
Total Stockholders’ Equity Attributable to TWFG, Inc./ Members' Equity
Cumulative Effect, Period of Adoption, Adjusted Balance
Additional Paid-In Capital
Cumulative Effect, Period of Adoption, Adjusted Balance
Retained Earnings
Cumulative Effect, Period of Adoption, Adjusted Balance
Accumulated Other Comprehensive Income (Loss)
Cumulative Effect, Period of Adoption, Adjusted Balance
Noncontrolling Interests
Class A
Class A
Members’ Equity
Class A
Cumulative Effect, Period of Adoption, Adjusted Balance
Members’ Equity
Class B
Class B
Members’ Equity
Class B
Cumulative Effect, Period of Adoption, Adjusted Balance
Members’ Equity
Class C
Class C
Members’ Equity
Class C
Cumulative Effect, Period of Adoption, Adjusted Balance
Members’ Equity
Beginning balance (in shares) at Dec. 31, 2022       631,750                                               0     0     0  
Beginning balance at Dec. 31, 2022 $ 57,786     $ 632 $ 57,786     $ 25,114 $ 32,180     $ (140)     $ 0   $ (271) $ (271) $ (271) $ 57,515 $ 632 $ 57,515 $ 25,114 $ 31,909 $ (140) $ 0   $ 0 $ 0   $ 0 $ 0   $ 0 $ 0
Increase (Decrease) in Stockholders' Equity [Roll Forward]                                                                      
Cash distributions to members (5,378)       (5,378)       (5,378)                                                    
Other distributions to members (16,599)       (16,599)       (16,599)                                                    
Other comprehensive income (loss) 39       39             39                                              
Impact of discontinued operation on accumulated other comprehensive income 775       775             775                                              
Net income 6,206       6,206       6,206                                                    
Ending balance (in shares) at Mar. 31, 2023       631,750                                               0     0     0  
Ending balance at Mar. 31, 2023 42,558     $ 632 42,558     25,114 16,138     674     0                         $ 0     $ 0     $ 0  
Beginning balance (in shares) at Dec. 31, 2022       631,750                                               0     0     0  
Beginning balance at Dec. 31, 2022 57,786     $ 632 57,786     25,114 32,180     (140)     0   $ (271) $ (271) $ (271) $ 57,515 $ 632 $ 57,515 $ 25,114 $ 31,909 $ (140) $ 0   $ 0 $ 0   $ 0 $ 0   $ 0 $ 0
Increase (Decrease) in Stockholders' Equity [Roll Forward]                                                                      
Net income 20,881                                                                    
Ending balance (in shares) at Sep. 30, 2023       631,750                                               0     0     0  
Ending balance at Sep. 30, 2023 46,266     $ 632 46,266     25,114 19,833     687     0                         $ 0     $ 0     $ 0  
Beginning balance (in shares) at Mar. 31, 2023       631,750                                               0     0     0  
Beginning balance at Mar. 31, 2023 42,558     $ 632 42,558     25,114 16,138     674     0                         $ 0     $ 0     $ 0  
Increase (Decrease) in Stockholders' Equity [Roll Forward]                                                                      
Cash distributions to members (5,186)       (5,186)       (5,186)                                                    
Other distributions to members (3,195)       (3,195)       (3,195)                                                    
Other comprehensive income (loss) 48       48             48                                              
Net income 7,067       7,067       7,067                                                    
Ending balance (in shares) at Jun. 30, 2023       631,750                                               0     0     0  
Ending balance at Jun. 30, 2023 41,292     $ 632 41,292     25,114 14,824     722     0                         $ 0     $ 0     $ 0  
Increase (Decrease) in Stockholders' Equity [Roll Forward]                                                                      
Cash distributions to members (2,599)       (2,599)       (2,599)                                                    
Other comprehensive income (loss) (35)       (35)             (35)                                              
Net income 7,608       7,608       7,608                                                    
Ending balance (in shares) at Sep. 30, 2023       631,750                                               0     0     0  
Ending balance at Sep. 30, 2023 46,266     $ 632 46,266     25,114 19,833     687     0                         $ 0     $ 0     $ 0  
Beginning balance (in shares) at Dec. 31, 2023       631,750                                               0     0     0  
Beginning balance at Dec. 31, 2023 31,051     $ 632 31,051     25,114 4,805     500     0                         $ 0     $ 0     $ 0  
Increase (Decrease) in Stockholders' Equity [Roll Forward]                                                                      
Net income prior to the Reorganization Transactions and IPO (see Note 1) 6,629       6,629       6,629                                                    
Shares issued (in shares)       27,689                                                              
Shares issued 30,046     $ 28 30,046     30,018                                                      
Cash distributions to members (2,420)       (2,420)       (2,420)                                                    
Other comprehensive income (loss) 23       23             23                                              
Ending balance (in shares) at Mar. 31, 2024       659,439                                               0     0     0  
Ending balance at Mar. 31, 2024 65,329     $ 660 65,329     55,132 9,014     523     0                         $ 0     $ 0     $ 0  
Beginning balance (in shares) at Dec. 31, 2023       631,750                                               0     0     0  
Beginning balance at Dec. 31, 2023 31,051     $ 632 31,051     25,114 4,805     500     0                         $ 0     $ 0     $ 0  
Increase (Decrease) in Stockholders' Equity [Roll Forward]                                                                      
Net income 1,154                                                                    
Ending balance (in shares) at Sep. 30, 2024       0                                             14,811,874 14,811,874   7,277,651 7,277,651   33,893,810 33,893,810  
Ending balance at Sep. 30, 2024 268,134     $ 0 71,086     57,159 13,697     82     197,048                         $ 148     $ 0     $ 0  
Beginning balance (in shares) at Mar. 31, 2024       659,439                                               0     0     0  
Beginning balance at Mar. 31, 2024 65,329     $ 660 65,329     55,132 9,014     523     0                         $ 0     $ 0     $ 0  
Increase (Decrease) in Stockholders' Equity [Roll Forward]                                                                      
Net income prior to the Reorganization Transactions and IPO (see Note 1) 6,918       6,918       6,918                                                    
Cash distributions to members (4,679)       (4,679)       (4,679)                                                    
Other comprehensive income (loss) (56)       (56)             (56)                                              
Ending balance (in shares) at Jun. 30, 2024       659,439                                               0     0     0  
Ending balance at Jun. 30, 2024 67,512     $ 660 67,512     55,132 11,253     467     0                         $ 0     $ 0     $ 0  
Increase (Decrease) in Stockholders' Equity [Roll Forward]                                                                      
Net income prior to the Reorganization Transactions and IPO (see Note 1)   $ 1,290       $ 1,290       $ 1,290                                                  
Other comprehensive income (loss)   $ (33) $ (124)     $ (33) $ (33)           $ (33) $ (33)   $ (91)                                      
Effect of the Reorganization Transactions (in shares)       (659,439)                                               2,161,874     7,277,651     33,893,810  
Effect of the Reorganization Transactions 0     $ (660) (192,690)     (191,733)       (319)     192,690                         $ 22              
Issuance of Class A common stock at the IPO, net of underwriting costs (in shares)                                                       12,650,000              
Issuance of Class A common stock at the IPO, net of underwriting costs 200,674       200,674     200,548                                       $ 126              
Capitalized offering costs (7,800)       (7,800)     (7,800)                                                      
Net income 1,154   $ 5,603       $ 1,154       $ 1,154         $ 4,449                                      
Stock-based compensation 1,012       1,012     1,012                                                      
Ending balance (in shares) at Sep. 30, 2024       0                                             14,811,874 14,811,874   7,277,651 7,277,651   33,893,810 33,893,810  
Ending balance at Sep. 30, 2024 $ 268,134     $ 0 $ 71,086     $ 57,159 $ 13,697     $ 82     $ 197,048                         $ 148     $ 0     $ 0