Timmons Wealth Management
Timmons Wealth Management is an SEC-registered wealth manager in Attleboro, MA with $179.2M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Timmons Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 165914, SEC 801-129964, data through 2026-04-20.
- AUM (assets under management / regulatory AUM)
- $179.2M (2026-04-20)
- Firm type
- Wealth Manager
- Location
- Attleboro, MA
- Employees
- 3
- Clients
- 150
- CRD
- 165914
- Ownership
- TIMMONS, LIAM, M
How much AUM does Timmons Wealth Management have?
Timmons Wealth Management reported $179.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-20).
Who owns Timmons Wealth Management?
Disclosed owners and executives of Timmons Wealth Management include TIMMONS, LIAM, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.