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TSW WEALTH MANAGEMENT
205 Newbury Street
Suite 201
Framingham, Massachusetts 01701
Tel: 508-655-9303
About TSW WEALTH MANAGEMENT
TSW WEALTH MANAGEMENT, formally registered with the SEC as TSW WEALTH MANAGEMENT. The firm was established in 05/24/2019. They have over 1 offices throughout the country.
TSW WEALTH MANAGEMENT is a Framingham, Massachusetts based Financial Planning firm with nearly $223,311,497 assets under management, offering retirement planning & investment advisory services to 403 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125209 |
| SEC# | 801-116680 |
| Assets Managed by Firm | $223,311,497 |
| No. of Clients | 403 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 403 | $223,311,497 |
| Individuals (other than high net worth individuals) | 60 | $28,833,221 |
| High net worth individuals | 67 | $194,437,859 |
| Charitable organizations | Fewer than 5 clients | $40,417 |
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