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TOWNSEND WEALTH MANAGEMENT

TOWNSEND PERSONAL FINANCIAL PLANNING, LLC

CRD 126241 · SEC 801-120269

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6867 MOUNTAINBROOK DR, STE 102, COLUMBUS, GA, 31904, United States

Phone

706-221-8200

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$194.0M

Discretionary AUM

$188.3M

Team

3 total employees; 2 advisory reps; 5 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; FINANCIAL PLANNING FOR FIXED FEE

Org form

Limited Liability Company

Filing date

2026-02-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals119$47.4M
High net worth individuals60$145.5M

States served

AL, GA, LA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD