Timmons Wealth Management
Firm details
- Headquarters
- Attleboro, Massachusetts
- CRD number
- 165914
- Registered since
- April 19, 2024
- Website
- www.twealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI77.11%
- Individuals22.89%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Timmons Wealth Management is an independent, individual-owned registered investment adviser that serves individuals and families. The firm provides financial planning and portfolio management for individuals and small businesses and charges fees based on a percentage of assets under management and other arrangements. It registered with the SEC in 2024, does not identify as a capital allocator, and is not an active ESG investor. Timmons received recognition from FA Magazine in 2020 as a Top RIA Firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Private Funds3%
- Cash & Cash Equivalents3%
- Exchange Traded Equities1%
Contacts
1 of 1
Liam Timmons
President and FounderCRD 4458519
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$161M in ETFs
52%
$83.4M
35%
$77.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $32.2M | 43,168 | 19.98% |
Location
Attleboro, MA
Bristol
Location
Attleboro, MA
Headquartered in Attleboro, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Bristol
- Address
- 300 N Main St
- Time zone
- ET (UTC-5)
- Office locations
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