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Timmons Wealth Management, LLC

● SEC registered since 2024CRD 165914SEC# 801-129964Attleboro, MA
Export (members)
Reg. AUM
$144.9M
Employees
2
Accounts
553
Location
Attleboro, MA

Timmons Wealth Management, LLC assets under management

Timmons Wealth Management, LLC operates as an SEC-registered investment adviser based in Attleboro, MA. The firm has been registered since 2024. It reports $144.9 million in regulatory assets under management and employs 2 people.
www.twealthmanagement.comView on SEC.gov ↗

Timmons Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Liam M Timmons ControlManaging Member, Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Timmons Wealth Management, LLC manage?

Timmons Wealth Management, LLC reports $144.9 million in regulatory assets under management on its Form ADV.

How many employees does Timmons Wealth Management, LLC have?

Timmons Wealth Management, LLC reports 2 employees.

Where is Timmons Wealth Management, LLC located?

Timmons Wealth Management, LLC is based in Attleboro, MA and has been SEC-registered since 2024.

Does Timmons Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address300 North Main Street, Attleboro, MA 02703
Phone(774) 331-2172
Fax(774) 331-2367
Office hours9:00a.m.-5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$144.9M
Non-discretionary$0
Total (RAUM)$144.9M