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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 5, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDERSON, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | |
| ANDERSON, WILLIAM, ROBERT | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDERSON, WILLIAM, ROBERT | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDERSON, WILLIAM, ROBERT | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDERSON, WILLIAM, ROBERT | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDERSON, WILLIAM, ROBERT | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDERSON, WILLIAM, ROBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDERSON, WILLIAM, ROBERT | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDERSON, WILLIAM, ROBERT | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| ANDERSON, WILLIAM, ROBERT | I | PRINCIPAL, CHIEF COMPLIANCE OFFICER | NA | Control |
| BATCHELLER, WILLIAM, GRIME | I | CHIEF INVESTMENT OFFICER | NA | |
| BATCHELLER, WILLIAM, GRIME | I | CHIEF INVESTMENT OFFICER | NA | |
| BATCHELLER, WILLIAM, GRIME | I | CHIEF INVESTMENT OFFICER | NA | |
| BATCHELLER, WILLIAM, GRIME | I | CHIEF INVESTMENT OFFICER | NA | |
| BATCHELLER, WILLIAM, GRIME | I | CHIEF INVESTMENT OFFICER | NA | |
| BATCHELLER, WILLIAM, GRIME | I | CHIEF INVESTMENT OFFICER | NA | |
| BATCHELLER, WILLIAM, GRIME | I | CHIEF INVESTMENT OFFICER | NA | |
| EMMET, ROBERT | I | CHIEF RESEARCH ANALYST | NA | |
| EMMET, ROBERT | I | CHIEF RESEARCH ANALYST | NA | |
| FRANCOIS, CHRISTOPHER, D. | I | MANAGER OF EQUITY RESEARCH | NA | |
| HOFFMAN, LEROY, REUBEN | I | PORTFOLIO MANAGER | NA | |
| HOFFMAN, LEROY, REUBEN | I | PORTFOLIO MANAGER | NA | |
| HOFFMAN, LEROY, REUBEN | I | PORTFOLIO MANAGER | NA | |
| MCMILLAN, SAMUEL, STERLING | I | PRINCIPAL | NA | |
| MCMILLAN, SAMUEL, STERLING | I | PRINCIPAL | NA | Control |
| MCMILLAN, SAMUEL, STERLING | I | PRINCIPAL | NA | Control |
| MCMILLAN, SAMUEL, STERLING | I | PRINCIPAL | NA | Control |
| MCMILLAN, SAMUEL, STERLING | I | PRINCIPAL | NA | Control |
| MCMILLAN, SAMUEL, STERLING | I | PRINCIPAL | NA | Control |
| MCMILLAN, SAMUEL, STERLING | I | PRINCIPAL | NA | Control |
| MCMILLAN, SAMUEL, STERLING | I | PRINCIPAL | NA | Control |
| MCMILLAN, SAMUEL, STERLING | I | PRINCIPAL | NA | Control |
| MCMILLAN, SAMUEL, STERLING | I | PRINCIPAL | NA | Control |
| COWELL, ENSIGN, JAY | I | MANAGING PRINCIPAL | E | Control |
| COWELL, ENSIGN, JAY | I | SOLE MEMBER, SOLE MANAGING & ELECTED MEMBER | E | Control |
| COWELL, ENSIGN, JAY | I | SOLE MEMBER, SOLE MANAGING & ELECTED MEMBER | E | Control |
| COWELL, ENSIGN, JAY | I | SOLE MEMBER, SOLE MANAGING & ELECTED MEMBER | E | Control |
| COWELL, ENSIGN, JAY | I | SOLE MEMBER, SOLE MANAGING & ELECTED MEMBER | E | Control |
| COWELL, ENSIGN, JAY | I | SOLE MEMBER, SOLE MANAGING & ELECTED MEMBER | E | Control |
| COWELL, ENSIGN, JAY | I | SOLE MEMBER, SOLE MANAGING & ELECTED MEMBER | E | Control |
| COWELL, ENSIGN, JAY | I | SOLE MEMBER, SOLE MANAGING & ELECTED MEMBER | E | Control |
| COWELL, ENSIGN, JAY | I | SOLE MEMBER, SOLE MANAGING & ELECTED MEMBER | E | Control |
| COWELL, ENSIGN, JAY | I | SOLE MEMBER, SOLE MANAGING & ELECTED MEMBER | E | Control |
| COWELL, ENSIGN, JAY | I | SOLE MEMBER, SOLE MANAGING & ELECTED MEMBER, CCO | E | Control |
| COWELL, ENSIGN, JAY | I | SOLE MEMBER, SOLE MANAGING & ELECTED MEMBER, CCO | E | Control |
Registrations
Federal
IA
Jul 5, 2012 REGISTERED
Notice Filings (3)
FL MI OH
Address
SUITE 10025550 CHAGRIN BOULEVARD
BEACHWOOD, OH 44122
United States
Phone: 216-295-2400