Overview
Assets Under Management: $179 million
Headquarters: ATTLEBORO, MA
High-Net-Worth Clients: 60
Average Client Assets: $2.3 million
Frequently Asked Questions
TIMMONS WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165914), TIMMONS WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
TIMMONS WEALTH MANAGEMENT is headquartered in ATTLEBORO, MA.
TIMMONS WEALTH MANAGEMENT serves 60 high-net-worth clients according to their SEC filing dated April 20, 2026. View client details ↓
According to their SEC Form ADV, TIMMONS WEALTH MANAGEMENT offers financial planning and portfolio management for individuals. View all service details ↓
TIMMONS WEALTH MANAGEMENT manages $179 million in client assets according to their SEC filing dated April 20, 2026.
According to their SEC Form ADV, TIMMONS WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.11%
Average Client Assets: $2.3 million
Total Client Accounts: 602
Discretionary Accounts: 602
Regulatory Filings
CRD Number: 165914
Filing ID: 2095892
Last Filing Date: 2026-04-20 10:55:15