TOWNSEND WEALTH MANAGEMENT

Overview

Townsend Wealth Management is an independent registered investment adviser formed in 2021 and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individual and family clients, with additional portfolio services for small businesses. Fee arrangements are primarily percentage-of-AUM with some other fee components. Townsend manages almost all client assets on a discretionary basis, signaling a manager-led approach to asset allocation and implementation rather than a model- or client-directed service. Investment activity centers on pooled public vehicles as the firm’s core exposure, supplemented by allocations to third‑party real estate managers for alternative diversification. Townsend is not an active ESG investor and is not registered as a multi‑state adviser. The firm does not appear to act as a capital allocator (i.e., it does not operate its own fund platform); instead it relies on external managers and mutual funds to build client portfolios.

Assets & Accounts

Investments & Alternatives

Location & Offices