Investment adviser · CRD 146549

TOWER WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

BEACHWOOD, OH, United States · Form ADV filed Jul 5, 2012

Regulatory AUM
$6.21M
Form ADV · Item 5.F
Client accounts
46
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 5, 2012. View historical filings

Reported services

Not reported in these imported fields

Compensation

Percentage of assets · Fixed

Principal office

SUITE 100, 25550 CHAGRIN BOULEVARD
BEACHWOOD, OH, 44122, United States

CRD 146549

Filing source

Form ADV 658101 · Jul 5, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.