TOWER WEALTH PARTNERS

1000 Market Street
Lewisburg, Pennsylvania 17837
Tel: (570) 524-7200

About TOWER WEALTH PARTNERS

TOWER WEALTH PARTNERS, formally registered with the SEC as TOWER WEALTH PARTNERS. The firm was established in 09/08/2020. They have over 2 offices throughout the country.

TOWER WEALTH PARTNERS is a Lewisburg, Pennsylvania based Financial Planning firm with nearly $350,469,868 assets under management, offering retirement planning & investment advisory services to 687 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310461
SEC#	801-119415
Assets Managed by Firm	$350,469,868
No. of Clients	687
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	687	$350,469,868
Individuals (other than high net worth individuals)	577	$132,392,628
High net worth individuals	106	$199,695,540
Pension and profit sharing plans	Fewer than 5 clients	$825,700
Charitable organizations	Fewer than 5 clients	$692,552
Corporations or other businesses	110	$16,863,448

More Retirement Planning firms in Lewisburg, Pennsylvania:

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VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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