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TAX & INVESTMENT ADVISORS
TIA WEALTH MANAGEMENT LLC
CRD 327402 · SEC 801-136330
29 WATER STREET, SUITE 302, NEWBURYPORT, MA, 01950, United States
Phone
(978) 255-1128
Fax
866-422-2103
Registration
— (—)
Source
State registered
Total AUM
$101.5M
Discretionary AUM
$101.5M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 312 | $61.0M |
| High net worth individuals | 34 | $40.5M |
All web addresses on file
Official SEC filing: View on IAPD