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TIME & WEALTH MANAGEMENT, LLC
CRD 323599
409 KING STREET, SUITE 200, CHARLESTON, SC, 29403, United States
Phone
843-212-6867
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.4M
Discretionary AUM
$8.4M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $7.8M |
All web addresses on file
Official SEC filing: View on IAPD