Tvamp, LLC

RIASEC Registered

Total AUM

$1.2B

Discretionary

$1.2B

99% of AUM

Avg account

$234K

Accounts

5,057

Employees

Advisory reps

Firm details

Headquarters: Knoxville, Tennessee
CRD number: 160321
Registered since: May 18, 2015
Website: www.tvamp.net
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI60.24%
Individuals38.11%
Pension & Profit Sharing Plans0.96%
Corporations / Businesses0.54%
Charitable Organizations0.15%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Tvamp, LLC is an independent, individual-owned registered investment adviser that began its SEC registration in 2015. The firm operates as a limited liability company and positions itself as both a wealth manager and capital allocator for individual, family and institutional clients. Its service mix includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of sub-advisers, as well as educational programs and published commentary. Tvamp also performs non-advisory business activities as an insurance broker and accountant. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.