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| Tower View Wealth Management LLC
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|---|---|
| CRD # | 108739 |
| SEC # | 801-110226 |
| CIK # | 0001729045 |
| AUM | 317.9 M (2026-03-30) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 414-253-4096 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001729045 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 12.4 | ||
| Nvidia Corp | 9.0 | ||
| Lilly Eli & Co | 8.9 | ||
| Alphabet Inc | 7.4 | ||
| Quanta Services Inc | 7.1 | ||
| Microsoft Corp | 6.7 | ||
| Costco Wholesale Corp /NEW | 6.5 | ||
| Nova Measuring Instruments Ltd | 6.2 | ||
| Amazon Com Inc | 6.2 | ||
| Visa Inc | 5.6 | ||
| Alphabet Inc | 5.3 | ||
| Garmin Ltd | 4.9 | ||
| Parker Hannifin Corp | 4.9 | ||
| Philip Morris International Inc | 4.5 | ||
| Leonardo DRS Inc | 4.1 | ||
| McDonalds Corp | 3.6 | ||
| Eaton Corp Ltd | 2.9 | ||
| J P Morgan Chase & Co | 2.9 | ||
| Analog Devices Inc | 2.8 | ||
| Broadcom Inc | 2.8 | ||
| ARM Holdings PLC /UK | 2.7 | ||
| Intuitive Surgical Inc | 2.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 136 | 39.0 |
| (b) Individuals (high net worth individuals) | 70 | 262.7 |
| (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 | 2 | 11.7 |
| (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 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 209 | 317.9 |
| By Discretionary | ||
| Discretionary | 209 | 317.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 209 | 317.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 317.9 | |
| Total | 209 | 317.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001729045] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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|---|---|---|
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