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Tower View Wealth Management LLC

● SEC registered since 2017CRD 108739SEC# 801-110226
Export (members)
Reg. AUM
$281.9M
Employees
6
Accounts
206
Location

Tower View Wealth Management LLC assets under management

Tower View Wealth Management LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2017. It reports $281.9 million in regulatory assets under management and employs 6 people.

Tower View Wealth Management LLC owners & executives

7 reported
NameTitleOwnershipSince
Amanda Simmons ControlChief Operating Officer/ShareholderUnder 5%2021
Bradley GheiShareholderUnder 5%2021
Greta GheiShareholderUnder 5%2021
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Frequently asked questions

How much does Tower View Wealth Management LLC manage?

Tower View Wealth Management LLC reports $281.9 million in regulatory assets under management on its Form ADV.

How many employees does Tower View Wealth Management LLC have?

Tower View Wealth Management LLC reports 6 employees.

Does Tower View Wealth Management LLC disclose fund performance?

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

Contact & registration

Phone414-253-4096
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1729045
Discloses disciplinary historyNo

Assets under management

Discretionary$281.9M
Non-discretionary$0
Total (RAUM)$281.9M