Adviser Profile
| As of Date | 03/24/2024 |
| Registration status | Registration Changed to TIMMONS WEALTH MANAGEMENT, LLC |
| ADV Location | ATTLEBORO, MA, United States |
| Contact Info | (77 xxxxxxx |
| Websites |
| AUM* | 88,158,315 |
| of that, discretionary | 88,158,315 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 183,663 |
| % High Net Worth | 21.88% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name SPEICHER & ASSOCIATES, LLC | Filing Date03/07/2023 | Form ADV-E View Report |
| Accounting Firm Name CASTRO, THRESHER & OLIVEIRA, PC | Filing Date04/21/2022 | Form ADV-E View Report |