TOWER WEALTH MANAGERS, INC.
Legal name: TOWER WEALTH MANAGERS
CRD #144791 SEC #801-68636 KANSAS CITY, MO 816-859-7520
SEC Registered
Total AUM
$1.9B
Discretionary
$1.8B
Employees
16
Clients
0
Accounts
2,126
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2021 | $1.9B | $1.8B | $58M | 16 | 0 |
| Jul 2021 | $1.9B | $1.8B | $58M | 16 | 0 |
| Feb 2021 | $1.9B | $1.8B | $58M | 16 | 0 |
| Dec 2020 | $1.8B | $1.8B | $62.6M | 16 | 0 |
| Jul 2020 | $1.8B | $1.8B | $62.6M | 16 | 0 |
| Jun 2020 | $1.8B | $1.8B | $62.6M | 16 | 0 |
| Mar 2020 | $1.8B | $1.8B | $62.6M | 16 | 0 |
| Oct 2019 | $1.6B | $1.6B | $44.9M | 16 | 0 |
| Oct 2019 | $1.6B | $1.6B | $44.9M | 16 | 0 |
| Jul 2019 | $1.6B | $1.6B | $44.9M | 16 | 0 |
| Jun 2019 | $1.6B | $1.6B | $44.9M | 16 | 0 |
| Mar 2019 | $1.6B | $1.6B | $44.9M | 16 | 0 |
| Mar 2019 | $1.6B | $1.6B | $44.9M | 16 | 0 |
| Oct 2018 | $1.6B | $1.6B | $0 | 16 | 0 |
| May 2018 | $1.6B | $1.6B | $0 | 16 | 0 |
| Mar 2018 | $1.6B | $1.6B | $0 | 16 | 0 |
| May 2017 | $1.4B | $1.4B | $0 | 14 | 2,000 |
| Apr 2017 | $1.4B | $1.4B | $0 | 14 | 2,000 |
| Mar 2017 | $1.4B | $1.4B | $0 | 14 | 2,000 |
| Feb 2016 | $1.3B | $1.3B | $0 | 13 | 1,900 |
| Mar 2015 | $1.3B | $1.3B | $0 | 12 | 2,000 |
| Mar 2015 | $1.3B | $1.3B | $0 | 12 | 2,000 |
| Nov 2014 | $1.3B | $1.3B | $0 | 13 | 1,900 |
| Aug 2014 | $1.3B | $1.3B | $0 | 13 | 1,900 |
| May 2014 | $1.3B | $1.3B | $0 | 13 | 1,900 |
| Mar 2014 | $1.3B | $1.3B | $0 | 13 | 1,900 |
| Dec 2013 | $1.2B | $1.2B | $0 | 13 | 1,900 |
| Mar 2013 | $1.2B | $1.2B | $0 | 13 | 1,900 |
| Mar 2012 | $1.1B | $1.1B | $0 | 6 | 1,700 |
| Aug 2011 | $1.1B | $1.1B | $0 | 10 | -- |
| Mar 2011 | $1.1B | $1.1B | $0 | -- | -- |
| Oct 2009 | $678M | $678M | $0 | 10 | -- |
| Mar 2009 | $678M | $678M | $0 | 10 | -- |
| Nov 2007 | $0 | $0 | $0 | 5 | -- |
DateDec 2021
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$58M
Employees16
Clients0
DateJul 2021
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$58M
Employees16
Clients0
DateFeb 2021
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$58M
Employees16
Clients0
DateDec 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$62.6M
Employees16
Clients0
DateJul 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$62.6M
Employees16
Clients0
DateJun 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$62.6M
Employees16
Clients0
DateMar 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$62.6M
Employees16
Clients0
DateOct 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$44.9M
Employees16
Clients0
DateOct 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$44.9M
Employees16
Clients0
DateJul 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$44.9M
Employees16
Clients0
DateJun 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$44.9M
Employees16
Clients0
DateMar 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$44.9M
Employees16
Clients0
DateMar 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$44.9M
Employees16
Clients0
DateOct 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees16
Clients0
DateMay 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees16
Clients0
DateMar 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees16
Clients0
DateMay 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients2,000
DateApr 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients2,000
DateMar 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients2,000
DateFeb 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients1,900
DateMar 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees12
Clients2,000
DateMar 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees12
Clients2,000
DateNov 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients1,900
DateAug 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients1,900
DateMay 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients1,900
DateMar 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients1,900
DateDec 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees13
Clients1,900
DateMar 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees13
Clients1,900
DateMar 2012
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees6
Clients1,700
DateAug 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$678M
Discretionary$678M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$678M
Discretionary$678M
Non-Disc.$0
Employees10
Clients--
DateNov 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--