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| Happy Holidays!! thanks for using AUM13F!! |
| Timmons Wealth Management LLC
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| CRD # | 165914 |
| SEC # | 801-129964 |
| CIK # | |
| AUM | $144.9 M (2025-03-27) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 774-331-2172 |
| Address | 300 North Main Street Attleboro, MA 02703 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 41.7 |
| (b) Individuals (high net worth individuals) | 46 | 101.0 |
| (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 | 1 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 553 | 144.9 |
| By Discretionary | ||
| Discretionary | 553 | 144.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 553 | 144.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 144.9 | |
| Total | 553 | 144.9 |
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|---|---|---|
|
Integrity Capital Management LLC
✚
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TN | 0.1 |
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Turloff Financial Consulting Inc
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0.1 | |
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TX | 0.1 |
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South Cove Financial LLC
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0.1 | |
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Financial Planning Services Inc
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FL | 0.1 |
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Las Marias Consulting LLC
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0.1 | |
|
Meridian Wealth Advisors LLC
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NM | 0.1 |
|
Trinity Capital Management LLC
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CA | 0.1 |
|
Ventana Private Wealth LLC
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CO | 0.1 |
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Ean Equity Financial Services LLC
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0.1 |