TOWER WEALTH PARTNERS
TOWER WEALTH PARTNERS, INC. Legal Name
Adviser information for TOWER WEALTH PARTNERS last updated from Form ADV on February 9th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 571 | $289.5M |
| Non-Discretionary | 159 | $18.4M |
| Total | 730 | $307.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 504 | $135.5M |
| HNW Individuals | 81 | $156.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $942,777 |
| Charitable organizations | 5 | $832,720 |
| State or municipal gov entities | <5 | $335,638 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $13.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
1000 MARKET STREETLEWISBURG
PA
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: (570) 524-7200, Fax: (570) 524-7211
Chief Compliance Officer
DARIN M. KOSS
MANAGING PARTNER
1000 MARKET STREET
LEWISBURG
PA
United States
Tel:
(570) 524-7200
Fax:
(570) 524-7211
D****@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KOSS, DARIN, MICHAEL | Individual | – | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | 08/2020 | 50-75% |
| KOHL, JARED, FURMAN | Individual | – | PARTNER | 08/2020 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 9th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AMAZON COM INC | COM | 865K | 4K | – |
| INVESCO QQQ TR | UNIT SER 1 | 2M | 4K | – |
| JOHNSON & JOHNSON | COM | 419K | 3K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 594K | 2K | – |
| COSTCO WHSL CORP NEW | COM | 321K | 378 | – |
| GOLDMAN SACHS GROUP INC | COM | 474K | 1K | – |
| WATSCO INC | COM | 224K | 483 | – |
| PROCTER AND GAMBLE CO | COM | 2M | 12K | – |
| UNITED PARCEL SERVICE INC | CL B | 203K | 1K | – |
| CME GROUP INC | COM | 221K | 1K | – |
| MERCK & CO INC | COM | 976K | 8K | – |
| VERIZON COMMUNICATIONS INC | COM | 433K | 10K | – |
| HONEYWELL INTL INC | COM | 320K | 2K | – |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 13M | 334K | – |
| HOME DEPOT INC | COM | 1M | 4K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 243K | 1K | – |
| VICTORY PORTFOLIOS II | VICTORYSHS US | 18M | 405K | – |
| CENCORA INC | COM | 209K | 927 | – |
| ISHARES TR | U.S. REAL ES ETF | 342K | 4K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 622K | 2K | – |
| ALPHABET INC | CAP STK CL A | 270K | 1K | – |
| MICROSOFT CORP | COM | 1M | 3K | – |
| DECKERS OUTDOOR CORP | COM | 214K | 221 | – |
| ISHARES TR | 0-5 YR TIPS ETF | 3M | 30K | – |
| AMERICAN CENTY ETF TR | US SML CP VALU | 12M | 133K | – |
| PPL CORP | COM | 1M | 39K | – |
| SPDR INDEX SHS FDS | S&P EM MKT DIV | 5M | 150K | – |
| TRI CONTL CORP | COM | 394K | 13K | – |
| FREEPORT-MCMORAN INC | CL B | 224K | 5K | – |
| QUANTA SVCS INC | COM | 276K | 1K | – |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 11M | 371K | – |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 13M | 264K | – |
| ISHARES TR | GLOBAL 100 ETF | 12M | 123K | – |
| VISA INC | COM CL A | 748K | 3K | – |
| BROADCOM INC | COM | 273K | 170 | – |
| ABBVIE INC | COM | 243K | 1K | – |
| WEIS MKTS INC | COM | 237K | 4K | – |
| QUALCOMM INC | COM | 304K | 2K | – |
| MCDONALDS CORP | COM | 495K | 2K | – |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 11M | 232K | – |
| AT&T INC | COM | 382K | 20K | – |
| MORGAN STANLEY ETF TRUST | EATON VANCE SHRT | 433K | 9K | – |
| ONEOK INC NEW | COM | 422K | 5K | – |
| SALESFORCE INC | COM | 227K | 883 | – |
| REPUBLIC SVCS INC | COM | 308K | 2K | – |
| JPMORGAN CHASE & CO. | COM | 433K | 2K | – |
| CHEVRON CORP NEW | COM | 460K | 3K | – |
| TJX COS INC NEW | COM | 260K | 2K | – |
| WALMART INC | COM | 273K | 4K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 351K | 2K | – |
| KLA CORP | COM NEW | 240K | 291 | – |
| CATERPILLAR INC | COM | 384K | 1K | – |
| AMGEN INC | COM | 350K | 1K | – |
| VANECK MERK GOLD TR | GOLD TRUST | 1M | 50K | – |
| ISHARES TR | 7-10 YR TRSY BD | 463K | 5K | – |
| WISDOMTREE TR | INTRST RATE HDGE | 2M | 69K | – |
| ESSENTIAL UTILS INC | COM | 251K | 7K | – |
| SPDR SER TR | PRTFLO S&P500 GW | 15M | 187K | – |
| SPDR SER TR | PRTFLO S&P500 VL | 2M | 45K | – |
| PROSHARES TR | S&P MDCP 400 DIV | 936K | 13K | – |
| EXXON MOBIL CORP | COM | 2M | 16K | – |
| UNITEDHEALTH GROUP INC | COM | 533K | 1K | – |
| ISHARES TR | CORE S&P MCP ETF | 15M | 249K | – |
| APPLE INC | COM | 2M | 12K | – |
| SPDR SER TR | BLOOMBERG 1-3 MO | 605K | 7K | – |