PPrivate Fund Data Log in Join · $37/mo

Tower Wealth Partners, Inc.

● SEC registered since 2020CRD 310461SEC# 801-119415Lewisburg, PA
Export (members)
Reg. AUM
$350.5M
Employees
9
Accounts
687
Location
Lewisburg, PA

Tower Wealth Partners, Inc. assets under management

Tower Wealth Partners, Inc. is an investment advisory firm registered with the SEC based in Lewisburg, PA. The firm has been registered since 2020. It reports $350.5 million in regulatory assets under management and employs 9 people.
twitter.com/towerwpView on SEC.gov ↗

Tower Wealth Partners, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Darin Michael Koss ControlManaging Partner And Chief Compliance Officer50-75%2020
Jared Furman Kohl ControlPartner25-50%2020

Frequently asked questions

How much does Tower Wealth Partners, Inc. manage?

Tower Wealth Partners, Inc. reports $350.5 million in regulatory assets under management on its Form ADV.

How many employees does Tower Wealth Partners, Inc. have?

Tower Wealth Partners, Inc. reports 9 employees.

Where is Tower Wealth Partners, Inc. located?

Tower Wealth Partners, Inc. is based in Lewisburg, PA and has been SEC-registered since 2020.

Does Tower Wealth Partners, Inc. disclose fund performance?

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

Contact & registration

Address1000 Market Street, Lewisburg, PA 17837
Phone(570) 524-7200
Fax(570) 524-7211
Office hours8:30a.m. - 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1852808
Discloses disciplinary historyNo

Assets under management

Discretionary$332.1M
Non-discretionary$18.4M
Total (RAUM)$350.5M