TIMMONS WEALTH MANAGEMENT, LLC
Legal name: TIMMONS WEALTH MANAGEMENT
CRD #165914 SEC #801-129964 ATTLEBORO, MA (774) 331-2172
SEC Registered
Total AUM
$144.9M
Discretionary
$144.9M
Employees
2
Clients
101
Accounts
553
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TIMMONS, LIAM, M | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| TIMMONS, LIAM, M | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (4)
FL MA NH RI
Address
300 NORTH MAIN STREETATTLEBORO, MA 02703
United States
Phone: (774) 331-2172