TOWNSEND PERSONAL FINANCIAL PLANNING, LLC
Legal name: TOWNSEND WEALTH MANAGEMENT
CRD #126241 SEC #801-120269 COLUMBUS, GA 706-221-8200
SEC Registered
Total AUM
$163.7M
Discretionary
$163M
Employees
3
Clients
26
Accounts
423
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $163.7M | $163M | $742.6K | 3 | 5 |
| Mar 2024 | $152.5M | $152.4M | $89.3K | 3 | 5 |
| Mar 2023 | $134.5M | $133.2M | $1.3M | 3 | 5 |
| Oct 2022 | $132M | $130.8M | $1.3M | 3 | 5 |
| Mar 2022 | $132M | $130.8M | $1.3M | 3 | 5 |
| Jan 2021 | $117.3M | $116.3M | $1M | 3 | 5 |
| Mar 2012 | $53.5M | $52.4M | $1.1M | 1 | 26 |
| Feb 2012 | $53.5M | $52.4M | $1.1M | 1 | 26 |
| Feb 2012 | $53.5M | $52.4M | $1.1M | 1 | 26 |
| Feb 2012 | $53.5M | $52.4M | $1.1M | 1 | 26 |
| Mar 2011 | $51.8M | $50.5M | $1.3M | 5 | -- |
| Aug 2010 | $44.1M | $42.6M | $1.5M | 5 | -- |
| Mar 2010 | $44.1M | $42.6M | $1.5M | 5 | -- |
| Jan 2008 | $43.8M | $43.8M | $0 | 5 | -- |
| Sep 2007 | $43.7M | $43.7M | $0 | 5 | -- |
| Feb 2007 | $39.1M | $39.1M | $0 | 5 | -- |
| Feb 2006 | $30.7M | $30.7M | $0 | 5 | -- |
| Feb 2006 | $30.7M | $30.7M | $0 | 5 | -- |
| Jan 2006 | $30.7M | $30.7M | $0 | 5 | -- |
DateMar 2025
Total AUM$163.7M
Discretionary$163M
Non-Disc.$742.6K
Employees3
Clients5
DateMar 2024
Total AUM$152.5M
Discretionary$152.4M
Non-Disc.$89.3K
Employees3
Clients5
DateMar 2023
Total AUM$134.5M
Discretionary$133.2M
Non-Disc.$1.3M
Employees3
Clients5
DateOct 2022
Total AUM$132M
Discretionary$130.8M
Non-Disc.$1.3M
Employees3
Clients5
DateMar 2022
Total AUM$132M
Discretionary$130.8M
Non-Disc.$1.3M
Employees3
Clients5
DateJan 2021
Total AUM$117.3M
Discretionary$116.3M
Non-Disc.$1M
Employees3
Clients5
DateMar 2012
Total AUM$53.5M
Discretionary$52.4M
Non-Disc.$1.1M
Employees1
Clients26
DateFeb 2012
Total AUM$53.5M
Discretionary$52.4M
Non-Disc.$1.1M
Employees1
Clients26
DateFeb 2012
Total AUM$53.5M
Discretionary$52.4M
Non-Disc.$1.1M
Employees1
Clients26
DateFeb 2012
Total AUM$53.5M
Discretionary$52.4M
Non-Disc.$1.1M
Employees1
Clients26
DateMar 2011
Total AUM$51.8M
Discretionary$50.5M
Non-Disc.$1.3M
Employees5
Clients--
DateAug 2010
Total AUM$44.1M
Discretionary$42.6M
Non-Disc.$1.5M
Employees5
Clients--
DateMar 2010
Total AUM$44.1M
Discretionary$42.6M
Non-Disc.$1.5M
Employees5
Clients--
DateJan 2008
Total AUM$43.8M
Discretionary$43.8M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$43.7M
Discretionary$43.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$39.1M
Discretionary$39.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$30.7M
Discretionary$30.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$30.7M
Discretionary$30.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$30.7M
Discretionary$30.7M
Non-Disc.$0
Employees5
Clients--