TSW Wealth Management
Firm details
- Headquarters
- Framingham, Massachusetts
- CRD number
- 125209
- Registered since
- May 24, 2019
- Website
- tswmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC., INVESTMENT DISTRIBUTORS, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI88.94%
- Individuals11.05%
- Charitable Organizations0.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
TSW Wealth Management is an independent, privately owned advisory firm operating as a corporation that works primarily with individual and family clients. The firm is registered with the SEC (registered in 2019) and provides financial planning and discretionary portfolio management for individuals and small businesses. Its fee structure blends asset-based fees with hourly and fixed-fee engagements, and the firm reports an ESG-aware investment posture. TSW does not present itself as a separate capital allocator and is not structured as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds84%
- Other12%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$14.1M in ETFs
83%
$11.7M
4%
$2.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $1.2M | 9,980 | 8.72% |
Location
Framingham, MA
Middlesex
Location
Framingham, MA
Headquartered in Framingham, 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
- Middlesex
- Address
- 205 Newbury St
- Time zone
- ET (UTC-5)
- Office locations
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