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| Keyboard |
| TIA Wealth Management LLC
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|---|---|
| CRD # | 327402 |
| SEC # | 801-136330 |
| CIK # | |
| AUM | 101.5 M (2026-05-07) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 978-255-1128 |
| Address | 29 Water Street Newburyport, MA 01950 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 312 | 61.0 |
| (b) Individuals (high net worth individuals) | 34 | 40.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 343 | 101.5 |
| By Discretionary | ||
| Discretionary | 343 | 101.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 343 | 101.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 101.5 | |
| Total | 343 | 101.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Navigation Wealth Management Inc
✚
|
CO | 103.2 M |
|
Networth Asset Management Inc
✚
|
102.8 M | |
|
UHY Wealth Management RIA LLC
✚
|
MI | 102.6 M |
|
Victory Asset Management Co Inc
✚
|
NJ | 102.5 M |
|
Secure Retirement Financial & Insurance Services Corp
✚
|
CA | 102.0 M |
|
Apforia Ltd
✚
|
VA | 101.9 M |
|
Fuerst Financial Group Inc
✚
|
TN | 100.9 M |
|
Bridge Financial Planning LLC
✚
|
100.4 M | |
|
Infinity Investment Advisors LLC
✚
|
AL | 100.0 M |
|
FAMA Fiduciary Wealth LLC
✚
|
NY | 99.9 M |