TOWER WEALTH PARTNERS

RIASEC RegisteredEst. 2020

Total AUM

$440M

Discretionary

$440M

100% of AUM

Avg account

$239K

Accounts

1,842

Employees

Advisory reps

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

FINTRX

Overview

Tower Wealth Partners is an independent, SEC-registered RIA that launched in 2020 and is owned by an individual principal. The firm focuses on serving individual and family clients with a mix of financial planning and portfolio management for individuals and small businesses. Its advisory services include financial planning, pension consulting, and the selection of third‑party advisers, reflecting a willingness to act as a capital allocator rather than only implementing proprietary sleeves. Tower charges a combination of percentage-of-AUM fees alongside hourly and fixed-fee engagements. Tower Wealth Partners does not position itself as an ESG‑focused allocator and lists traditional retail-oriented services rather than institutional pension management as a primary business line. Its operational model centers on discretionary portfolio management, supported by outsourced manager selection when appropriate.