Tower View Wealth Management LLC
Tower View Wealth Management LLC is an SEC-registered wealth manager with $317.9M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Tower View Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108739, SEC 801-110226, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $317.9M (2026-03-30)
- Firm type
- Wealth Manager
- Employees
- 6
- Clients
- 209
- CRD
- 108739
- Ownership
- GHEI, RAMAN, JOHN; ZUNDEL, SOPHIA, REYES BRADSHAW; CUMMING, NATALIE; Bradshaw, Sophia, R; CLOAK, PAUL, ALEXANDER
How much AUM does Tower View Wealth Management LLC have?
Tower View Wealth Management LLC reported $317.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Tower View Wealth Management LLC?
Disclosed owners and executives of Tower View Wealth Management LLC include GHEI, RAMAN, JOHN, ZUNDEL, SOPHIA, REYES BRADSHAW, CUMMING, NATALIE, Bradshaw, Sophia, R, CLOAK, PAUL, ALEXANDER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.