Investment adviser · CRD 126241
TOWNSEND WEALTH MANAGEMENT
Investment adviser filing (IA)
TOWNSEND PERSONAL FINANCIAL PLANNING, LLC
COLUMBUS, GA, United States · Form ADV filed Feb 25, 2026
- Regulatory AUM
- $194M Form ADV · Item 5.F
- Client accounts
- 449 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 60 | $145,524,236 | 75.0% |
| Individuals | 119 | $47,415,101 | 24.4% |
| Corporations & businesses | Fewer than 5 | $815,678 | 0.4% |
| Charities | Fewer than 5 | $287,404 | 0.1% |
Filing source
Form ADV 2059687 · Feb 25, 2026 · 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
0 Private fundsThe 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: Feb 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
6867 MOUNTAINBROOK DR, STE 102COLUMBUS, GA, 31904, United States
CRD 126241
Filing source
Form ADV 2059687 · Feb 25, 2026 · 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.