TOWER WEALTH MANAGEMENT, LLC
CRD #146549 SEC #801-68977 BEACHWOOD, OH 216-295-2400
SEC Registered
Total AUM
$6.2M
Discretionary
$0
Employees
6
Clients
0
Accounts
46
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2012 | $6.2M | $0 | $6.2M | 6 | 26 |
| Feb 2012 | $6.2M | $0 | $6.2M | 6 | 26 |
| Nov 2011 | $158.6M | $158.6M | $0 | 6 | 26 |
| May 2011 | $158.6M | $158.6M | $0 | 10 | -- |
| Mar 2011 | $158.6M | $158.6M | $0 | 10 | -- |
| Mar 2011 | $158.6M | $158.6M | $0 | 10 | -- |
| Dec 2010 | $173.1M | $162.7M | $10.4M | -- | -- |
| Jul 2010 | $173.1M | $162.7M | $10.4M | -- | -- |
| Mar 2009 | $139.2M | $137.7M | $1.5M | 10 | -- |
| Mar 2008 | $0 | $0 | $0 | 10 | -- |
| Mar 2008 | $0 | $0 | $0 | 10 | -- |
DateJul 2012
Total AUM$6.2M
Discretionary$0
Non-Disc.$6.2M
Employees6
Clients26
DateFeb 2012
Total AUM$6.2M
Discretionary$0
Non-Disc.$6.2M
Employees6
Clients26
DateNov 2011
Total AUM$158.6M
Discretionary$158.6M
Non-Disc.$0
Employees6
Clients26
DateMay 2011
Total AUM$158.6M
Discretionary$158.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$158.6M
Discretionary$158.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$158.6M
Discretionary$158.6M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$173.1M
Discretionary$162.7M
Non-Disc.$10.4M
Employees--
Clients--
DateJul 2010
Total AUM$173.1M
Discretionary$162.7M
Non-Disc.$10.4M
Employees--
Clients--
DateMar 2009
Total AUM$139.2M
Discretionary$137.7M
Non-Disc.$1.5M
Employees10
Clients--
DateMar 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--