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 registered investment adviser organized as an LLC and owner-operated. The firm serves individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. It charges fees based on a percentage of assets under management and other fee arrangements. The adviser does not operate as a capital allocator or multi-state adviser, and it does not characterize itself as an active ESG investor. The firm was registered with the SEC in 2024 and has been recognized in industry coverage—FA Magazine included Timmons Wealth Management on its Top RIA Firms list in 2020. Its operating model emphasizes outsourced investment vehicles rather than running proprietary funds; alternatives and mutual funds are sourced from third-party managers.
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 1LIAM TIMMONS
President and FounderCRD 4458519
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$131M in ETFs
58%
$76.8M
33%
$54.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $28.7M | 44,069 | 21.80% |
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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