Tvamp, LLC

RIASEC RegisteredEst. 2015

Total AUM

$1.2B

Discretionary

$1.2B

99% of AUM

Avg account

$234K

Accounts

5,057

Employees

Advisory reps

Firm details

Headquarters: Knoxville, Tennessee
CRD number: 160321
Registered since: May 18, 2015
Website: www.tvamp.net
Custodians: LPL FINANCIAL LLC, 1945 NORTHWESTERN DRIVE
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI60.24%
Individuals38.11%
Pension & Profit Sharing Plans0.96%
Corporations / Businesses0.54%
Charitable Organizations0.15%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Tvamp, LLC is an independent registered investment adviser operating as a limited liability company and registered with the SEC since 2015. The firm functions as a capital allocator to outside managers and serves both individual/family and institutional clients. Its advisory offering spans financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational publishing and seminars. Tvamp also conducts related business activities as an insurance broker and accountant. Compensation structures include asset-based fees alongside hourly and fixed-fee arrangements. The firm does not position itself as an active ESG investor.