TIMMONS WEALTH MANAGEMENT
TIMMONS WEALTH MANAGEMENT, LLC Legal Name
Adviser information for TIMMONS WEALTH MANAGEMENT last updated from Form ADV on March 22nd, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 491 | $114.8M |
| Non-Discretionary | 0 | $0 |
| Total | 491 | $114.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 92 | $34.7M |
| HNW Individuals | 40 | $77.5M |
| 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 | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $2.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHOURLY FEE FOR ACCOUNTS CANCELED PRIOR TO FUNDING |
Identifiers
| SEC RIA File Number | 801-129964 |
|---|---|
| SEC ERA File Number | 801-129964 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 165914 |
| Legal Entity Identifier | None |
Principal Office
300 NORTH MAIN STREETATTLEBORO
MA
United States
Monday - Friday, 9:00AM-5:00PM
Tel: (774) 331-2172, Fax: (774) 331-2367
Chief Compliance Officer
LIAM M. TIMMONS
PRESIDENT
300 NORTH MAIN STREET
ATTLEBORO
MA
United States
Tel:
(774) 331-2172
Fax:
(774) 331-2367
L***********@********************M
(Full email address available in API data)
Regulatory Contact
TINA PETRUZZIELLO
COMPLIANCE CONSULTANT
1309 BEACON STREET
SUITE 300
BROOKLINE
MA
United States
Tel:
617-201-9471
T***@**********************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 |
|---|---|---|---|---|---|
| TIMMONS, LIAM, M | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 10/2012 | > 75% |