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TOWER WEALTH PARTNERS, INC.

UUIDcec24bf9-32fc-5afa-91a7-7c5fc9bb0758
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:54
Updated2025-10-23 02:23:54

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 310461 310461 1.0
cik 0001852808 1852808
sec_file_number 801-119415 801-119415

Profile

Websitehttps://twitter.com/TowerWP
HQ CityLEWISBURG
HQ StatePA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • TOWER WEALTH PARTNERS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)350,469,868.0
  • RAUM (discretionary)332,088,168.0
  • Actionable assets218,077,240.0
  • Accounts687.0

Institutional Clients

  • Government AUM
  • Pension AUM825,700.0
  • Charitable AUM692,552.0
  • HNW AUM199,695,540.0

As of 2025-04-25 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.