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TOWER VIEW WEALTH MANAGEMENT LLC
CRD 108739 · SEC 801-110226
CA, United States
Phone
414-253-4096
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$317.9M
Discretionary AUM
$317.9M
Team
6 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 136 | $39.0M |
| High net worth individuals | 70 | $262.7M |
| Pension/profit sharing plans | 2 | $11.7M |
| Corporations/business entities | 1 | $4.5M |
States served
CA, IL, MN, WI, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD