Tower Wealth Partners
Firm details
- Headquarters
- Lewisburg, Pennsylvania
- CRD number
- 310461
- Registered since
- September 8, 2020
- Website
- www.towerwp.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.49%
- Individuals30.27%
- Pension & Profit Sharing Plans0.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Tower Wealth Partners is an independent, SEC-registered registered investment adviser organized as a corporation and overseen by an individual owner. The firm’s client focus is individuals and families; its filing lists financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services among its advisory activities. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The adviser identifies itself as a capital allocator and does not position as an active ESG investor.
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 Funds54%
- Exchange Traded Equities40%
- Cash & Cash Equivalents4%
- State & Local Bonds2%
Contacts
3 of 3
Darin Koss
Managing PrincipalCRD 2275060
Haley Koss
Wealth Management AdvisorCRD 6582829
Jared Kohl
Wealth Management AdvisorCRD 4442075
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$192M in ETFs
70%
$135M
30%
$57.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $23.6M | 197,946 | 12.24% |
Location
Lewisburg, PA
Union
Location
Lewisburg, PA
Headquartered in Lewisburg, PA, anchoring the Bloomsburg-Berwick-Sunbury, PA metro in the Northeast.
- Metro area
- Bloomsburg-Berwick-Sunbury, PA
- Region
- Northeast
- County
- Union
- Address
- 1000 W Market St
- Time zone
- ET (UTC-5)
- Office locations
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