Investment adviser · CRD 144791

TOWER WEALTH MANAGERS

Investment adviser filing (IA)

TOWER WEALTH MANAGERS, INC.

KANSAS CITY, MO, United States · Form ADV filed Dec 23, 2021

Regulatory AUM
$1.9B
Form ADV · Item 5.F
Client accounts
2,126
Accounts, not individual clients
Employees
16
Reported in this filing
Advisory professionals
9
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Other clientsFewer than 5$1,839,451,95096.6%
CharitiesFewer than 5$49,504,1862.6%
Individuals16$13,111,6210.7%
Insurance companiesFewer than 5$1,187,9590.1%
Filing source

Form ADV 1585487 · Dec 23, 2021 · Item 5.D

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

Private funds & service providers

1 Private fund

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

COUNTRY CLUB TRUST COMPANY CORE EQUITY FUNDOther Private Fund · Last reported May 22, 2017$4.67MGross asset value
Auditor BKD, LLP KANSAS CITY, Missouri, United States
Custodian COUNTRY CLUB TRUST COMPANY, N.A. KANSAS CITY, Missouri, United States Related to adviser: Yes
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-7270127189
Reported beneficial owners
34
Minimum commitment
$0

Form ADV 1117166 · May 22, 2017 · Schedule D 7.B.(1)

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

Services & filing details

Most recent filing: Dec 23, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

ONE WARD PARKWAY
KANSAS CITY, MO, 64112, United States

CRD 144791

Filing source

Form ADV 1585487 · Dec 23, 2021 · 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.