Falists
← Back to search

TOWER WEALTH PARTNERS

TOWER WEALTH PARTNERS, INC.

CRD 310461 · SEC 801-119415

Visit website

1000 MARKET STREET, LEWISBURG, PA, 17837, United States

Phone

(570) 524-7200

Fax

(570) 524-7211

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$440.4M

Discretionary AUM

$440.4M

Team

9 total employees; 3 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals774$133.3M
High net worth individuals146$306.0M

States served

IN, MD, MI, NJ, PA, VA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD