Tower Wealth Partners
Tower Wealth Partners is an SEC-registered mass-market adviser in Lewisburg, PA with $440.4M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Tower Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 310461, SEC 801-119415, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $440.4M (2026-03-04)
- Firm type
- Mass-Market Adviser
- Location
- Lewisburg, PA
- Employees
- 9
- Clients
- 920
- CRD
- 310461
- Ownership
- KOSS, DARIN, MICHAEL; KOHL, JARED, FURMAN
How much AUM does Tower Wealth Partners have?
Tower Wealth Partners reported $440.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Tower Wealth Partners?
Disclosed owners and executives of Tower Wealth Partners include KOSS, DARIN, MICHAEL, KOHL, JARED, FURMAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.