TSW WEALTH MANAGEMENT
Firm details
- Headquarters
- FRAMINGHAM, Massachusetts
- CRD number
- 125209
- Registered since
- May 24, 2019
- Website
- tswmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC., INVESTMENT DISTRIBUTORS, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.94%
- Individuals11.05%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
TSW Wealth Management is an independent, privately owned registered investment adviser that serves individuals and families. The firm, which registered with the SEC in 2019, provides financial planning and portfolio management for individual and small business clients. Its billing mixes an asset‑based fee with hourly and fixed-fee engagements. TSW describes itself as an active ESG investor and does not operate as a capital allocator or related adviser; instead it uses third‑party managers and pooled vehicles where appropriate.
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 Funds84%
- Other12%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Contacts
2 of 2TERRY WELLS
Managing PrincipalCRD 2147013
SARAH WELLS
PrincipalCRD 5351896
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$25.1M in ETFs
90%
$22.6M
7%
$2.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $2.8M | 6,398 | 11.13% |
Location
FRAMINGHAM, MA
MIDDLESEX
Location
FRAMINGHAM, MA
Headquartered in FRAMINGHAM, 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
- MIDDLESEX
- Address
- 205 Newbury St
- Time zone
- ET (UTC-5)
- Office locations
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