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TOWER WEALTH ADVISORS, INC.
CRD 154053
301 S. COUNTY FARM RD, SUITE D, WHEATON, IL, 60187, United States
Phone
630-682-1888
Fax
630-668-0844
Registration
— (—)
Source
State registered
Total AUM
$49.2M
Discretionary AUM
$45.2M
Team
2 total employees; 2 advisory reps; 218 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-10-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingASSISTANCE WITH 401(K) PLANS AND THEIR PARTICIPANTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 197 | $25.6M |
| High net worth individuals | 21 | $23.6M |
All web addresses on file
Official SEC filing: View on IAPD