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TIMMONS WEALTH MANAGEMENT

TIMMONS WEALTH MANAGEMENT, LLC

CRD 165914 · SEC 801-129964

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300 NORTH MAIN STREET, ATTLEBORO, MA, 02703, United States

Phone

(774) 331-2172

Fax

(774) 331-2367

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$179.2M

Discretionary AUM

$179.2M

Team

3 total employees; 1 advisory reps

Clients

101-250

Fees

Percentage of AUM; HOURLY FEE FOR ACCOUNTS CANCELED PRIOR TO FUNDING

Org form

Limited Liability Company

Filing date

2026-04-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals90$41.0M
High net worth individuals60$138.2M

States served

CA, MA, RI, NH, FL

All web addresses on file

Official SEC filing: View on IAPD