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| Timmons Wealth Management LLC
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| |
|---|---|
| CRD # | 165914 |
| SEC # | 801-129964 |
| CIK # | |
| AUM | $114.8 MM (2024-03-22) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 774-331-2172 |
| Address | 300 North Main Street Attleboro, MA 02703 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 34.7 |
| (b) Individuals (high net worth individuals) | 40 | 77.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 491 | 114.8 |
| By Discretionary | ||
| Discretionary | 491 | 114.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 491 | 114.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.8 | |
| Total | 491 | 114.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Overlock Capital LLC
✚
|
DC | 0.1 |
|
MCW Financial Inc
✚
|
KY | 0.1 |
|
Cook Financial Designs Inc
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|
VA | 0.1 |
|
Compass Financial Group Inc
✚
|
OH | 0.1 |
|
KULT Wealth Management Group LLC
✚
|
WI | 0.1 |
|
Chapman & Chapman Advisors LLC
✚
|
OH | 0.1 |
|
Wagner Financial LLC
✚
|
OR | 0.1 |
|
Byrne & Company Wealth Management LLC
✚
|
WA | 0.1 |
|
Peck Wealth Management LLC
✚
|
NY | 0.1 |
|
Trinity Capital Management LLC
✚
|
CA | 0.1 |