Townsend Wealth Management

RIASEC RegisteredEst. 2021

Total AUM

$194M

Discretionary

$188M

97% of AUM

Avg account

$432K

Accounts

449

Employees

Advisory reps

Firm details

Headquarters: Columbus, Georgia
CRD number: 126241
Registered since: February 4, 2021
Website: townsendwm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: HNWI75%
Individuals24.44%
Corporations / Businesses0.42%
Charitable Organizations0.15%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Townsend Wealth Management LLC is an independent, SEC-registered investment adviser (registration year 2021) controlled by an individual owner and focused on serving individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses and charges clients primarily on a percentage-of-assets-under-management basis, with some other fee arrangements possible. Townsend does not identify itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser or pension consultant.