Overview
Assets Under Management: $470 million
Headquarters: SACRAMENTO, CA
High-Net-Worth Clients: 148
Average Client Assets: $2 million
Frequently Asked Questions
TOWERPOINT WEALTH, LLC 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 #288593), TOWERPOINT WEALTH, LLC is subject to fiduciary duty under federal law.
TOWERPOINT WEALTH, LLC is headquartered in SACRAMENTO, CA.
TOWERPOINT WEALTH, LLC serves 148 high-net-worth clients according to their SEC filing dated December 19, 2025. View client details ↓
According to their SEC Form ADV, TOWERPOINT WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
TOWERPOINT WEALTH, LLC manages $470 million in client assets according to their SEC filing dated December 19, 2025.
According to their SEC Form ADV, TOWERPOINT WEALTH, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 148
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.04
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,390
Discretionary Accounts: 1,389
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 288593
Filing ID: 2035233
Last Filing Date: 2025-12-19 19:10:48
Website: 0