Tsw Wealth Management
Tsw Wealth Management is an SEC-registered wealth manager in Framingham, MA with $279.3M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Tsw Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125209, SEC 801-116680, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $279.3M (2026-03-24)
- Firm type
- Wealth Manager
- Location
- Framingham, MA
- Employees
- 5
- Clients
- 132
- CRD
- 125209
- Ownership
- WELLS, TERRY, BRADLEY; WELLS, SARAH, ANN
How much AUM does Tsw Wealth Management have?
Tsw Wealth Management reported $279.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Tsw Wealth Management?
Disclosed owners and executives of Tsw Wealth Management include WELLS, TERRY, BRADLEY, WELLS, SARAH, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.