RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Georgia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 3, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
TOWNSEND, B., KENNETHIPRESIDENTE Control
TOWNSEND, B., KENNETHIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
TOWNSEND, BURNETT, KENNETHIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
TOWNSEND, JR, BURNETT, KENNETHIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
TOWNSEND, JR, BURNETT, KENNETHIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
TOWNSEND, JR, BURNETT, KENNETHIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
TOWNSEND, JR, BURNETT, KENNETHIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
TOWNSEND, TYLER, ASHLEYICHIEF COMPLIANCE OFFICERE Control
TOWNSEND, TYLER, ASHLEYICHIEF COMPLIANCE OFFICERE Control
TOWNSEND, TYLER, ASHLEYICHIEF COMPLIANCE OFFICERE Control
TOWNSEND, TYLER, ASHLEYICHIEF COMPLIANCE OFFICERE Control
TOWNSEND, TYLER, ASHLEYICHIEF COMPLIANCE OFFICERE Control
TOWNSEND, TYLER, ASHLEYICHIEF COMPLIANCE OFFICERE Control
TOWNSEND, JR, BURNETT, KENNETHIPRESIDENTD Control
TOWNSEND, JR, BURNETT, KENNETHIPRESIDENTD Control
TOWNSEND, JR, BURNETT, KENNETHIPRESIDENTD Control
TOWNSEND, JR, BURNETT, KENNETHIPRESIDENTD Control
TOWNSEND, JR, BURNETT, KENNETHIPRESIDENTD Control
TOWNSEND, JR, BURNETT, KENNETHIPRESIDENTD Control
TOWNSEND, JR, BURNETT, KENNETHIPRESIDENTD Control
TOWNSEND, TYLER, ASHLEYIVP, CHIEF COMPLIANCE OFFICERC Control
TOWNSEND, TYLER, ASHLEYIVP, CHIEF COMPLIANCE OFFICERC Control
TOWNSEND, TYLER, ASHLEYIVP, CHIEF COMPLIANCE OFFICERC Control
TOWNSEND, TYLER, ASHLEYIVP, CHIEF COMPLIANCE OFFICERC Control
TOWNSEND, TYLER, ASHLEYIVP, CHIEF COMPLIANCE OFFICERC Control
TOWNSEND, TYLER, ASHLEYIVP, CHIEF COMPLIANCE OFFICERC Control
TOWNSEND, TYLER, ASHLEYIVP, CHIEF COMPLIANCE OFFICERC Control
TOWNSEND, TYLER, ASHLEYIMEMBERB
Thomas, Leigh, AnneIPARTNERB
Thomas, Leigh, AnneIPARTNERB
Thomas, Leigh, AnneIPARTNERB
Thomas, Leigh, AnneIPARTNERB

Registrations

Federal

IA
Mar 3, 2025 REGISTERED

Notice Filings (4)

AL GA LA TX

Address

6867 MOUNTAINBROOK DR
STE 102
COLUMBUS, GA 31904
United States
Phone: 706-221-8200