TIMEWEALTH ADVISORS INC.

RIASEC Registered
Total AUM
$41.7M
Discretionary
$41.7M
100% of AUM
Avg account
$180K
Accounts
232
Employees
1
Advisory reps
2

Firm details

Headquarters
MENTOR, Ohio
CRD number
334595
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • HNWI82.31%
  • Individuals17.69%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Timewealth Advisors Inc. is an independent, privately owned registered investment adviser that focuses on serving individual and family clients. The firm bills on a percentage-of-AUM basis and offers financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It identifies itself as a capital allocator and maintains an affiliation with an insurance company. Timewealth does not present itself as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 54%, Exchange Traded Equities 42%, Cash & Cash Equivalents 3%, State & Local Bonds 1%54%
  • Public Funds/Mutual Funds54%
  • Exchange Traded Equities42%
  • Cash & Cash Equivalents3%
  • State & Local Bonds1%

Contacts

2 of 2
  • SCOTT MARN

    Registered RepresentativeCRD 2249880

  • Wendy Marn

    Financial AssistantCRD 8054269

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

MENTOR, OH

LAKE

Location

MENTOR, OH

Headquartered in MENTOR, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
LAKE
Address
8500 Station St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth