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Tia Wealth Management LLC

● SEC registered since 2026CRD 327402SEC# 801-136330Newburyport, MA
Export (members)
Reg. AUM
$101.5M
Employees
3
Accounts
343
Location
Newburyport, MA

Tia Wealth Management LLC assets under management

Tia Wealth Management LLC operates as an SEC-registered investment adviser based in Newburyport, MA. The firm has been registered since 2026. It reports $101.5 million in regulatory assets under management and employs 3 people.
www.linkedin.com/in/robert-guy-66023b1b0View on SEC.gov ↗

Tia Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Robert Angus Guy ControlManaging Member/Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Tia Wealth Management LLC manage?

Tia Wealth Management LLC reports $101.5 million in regulatory assets under management on its Form ADV.

How many employees does Tia Wealth Management LLC have?

Tia Wealth Management LLC reports 3 employees.

Where is Tia Wealth Management LLC located?

Tia Wealth Management LLC is based in Newburyport, MA and has been SEC-registered since 2026.

Does Tia Wealth Management LLC disclose fund performance?

Tia Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address29 Water Street, Suite 302, Newburyport, MA 01950
Phone(978) 255-1128
Fax866-422-2103
Office hoursBy Appointment Only
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$101.5M
Non-discretionary$0
Total (RAUM)$101.5M