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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 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $194,796,322,013 | 93301 | 411 | |
| $190,960,333,268 | 377 | 657 |
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