|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Tower Wealth Partners Inc
✚
|
|
|---|---|
| CRD # | 310461 |
| SEC # | 801-119415 |
| CIK # | 0001852808 |
| AUM | $350.5 M (2025-04-25) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 570-524-7200 |
| Address | 1000 Market Street Lewisburg, PA 17837 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.2 | ||
| Exxon Mobil Corp | 1.8 | ||
| Procter & Gamble Co | 1.8 | ||
| MERK Gold Trust | 1.5 | ||
| Microsoft Corp | 1.5 | ||
| Home Depot Inc | 1.3 | ||
| PPL Corp | 1.2 | ||
| Amazon Com Inc | 1.2 | ||
| International Business Machines Corp | 0.8 | ||
| VISA Inc | 0.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 577 | 132.4 |
| (b) Individuals (high net worth individuals) | 106 | 199.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.8 |
| (h) Charitable organizations | 0 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 110 | 16.9 |
| (n) Other | 0 | 0.0 |
| Total | 687 | 350.5 |
| By Discretionary | ||
| Discretionary | 577 | 332.1 |
| Non-Discretionary | 110 | 18.4 |
| Total | 687 | 350.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 350.5 | |
| Total | 687 | 350.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001852808] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Longview Financial Advisors LLC
✚
|
0.4 | |
|
Bostonpremier Wealth LLC
✚
|
MA | 0.4 |
|
ADE LLC
✚
|
MD | 0.4 |
|
Sagebroadview Wealth Management LLC
✚
|
CT | 0.4 |
|
Eaglebrook Advisors Inc
✚
|
MD | 0.4 |
|
Keyes Stange & Wooten Wealth Management LLC
✚
|
FL | 0.4 |
|
Adirondack Capital Advisors LLC
✚
|
NY | 0.4 |
|
The Karras Company Inc
✚
|
UT | 0.3 |
|
Beaumont Asset Management LLC
✚
|
TX | 0.3 |
|
Southbridge Advisors LLC
✚
|
GA | 0.3 |