TVAMP, LLC

RIASEC RegisteredEst. 2015

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, 1945 NORTHWESTERN DRIVE
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 registered investment advisor organized as an LLC and operating as a capital allocator for both individual and institutional clients. The firm has been SEC-registered since 2015 and is owned by an individual. Its advisory offerings span financial planning and portfolio management for individuals, small businesses and institutions, plus selection of other advisers, publication of periodicals, and educational seminars. Tvamp also lists business activities as an insurance broker and accountant. The firm charges a mix of fee structures—percentage of AUM, hourly fees, and fixed fees—reflecting a hybrid approach to client engagements. It does not identify as an active ESG investor.