TOWER WEALTH PARTNERS, INC.
Legal name: TOWER WEALTH PARTNERS
CRD #310461 SEC #801-119415 LEWISBURG, PA (570) 524-7200
SEC Registered
Total AUM
$350.5M
Discretionary
$332.1M
Employees
9
Clients
--
Accounts
687
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $350.5M | $332.1M | $18.4M | 9 | 0 |
| Feb 2025 | $350.5M | $332.1M | $18.4M | 9 | 0 |
| Aug 2024 | $307.9M | $289.5M | $18.4M | 8 | 0 |
| Apr 2024 | $307.9M | $289.5M | $18.4M | 8 | 0 |
| Feb 2024 | $307.9M | $289.5M | $18.4M | 8 | 0 |
| Apr 2023 | $259.2M | $241.8M | $17.4M | 8 | 0 |
| Mar 2023 | $259.2M | $241.8M | $17.4M | 8 | 0 |
| Mar 2022 | $276.6M | $276.6M | $0 | 8 | 0 |
| Jun 2021 | $243.3M | $243.3M | $0 | 8 | 0 |
| Mar 2021 | $243.3M | $243.3M | $0 | 8 | 0 |
| Jan 2021 | $241.9M | $241.9M | $0 | 8 | 0 |
| Dec 2020 | $0 | $0 | $0 | 8 | 0 |
| Oct 2020 | $0 | $0 | $0 | 8 | 0 |
| Aug 2020 | $0 | $0 | $0 | 8 | 0 |
| Aug 2020 | $0 | $0 | $0 | 8 | 0 |
DateApr 2025
Total AUM$350.5M
Discretionary$332.1M
Non-Disc.$18.4M
Employees9
Clients0
DateFeb 2025
Total AUM$350.5M
Discretionary$332.1M
Non-Disc.$18.4M
Employees9
Clients0
DateAug 2024
Total AUM$307.9M
Discretionary$289.5M
Non-Disc.$18.4M
Employees8
Clients0
DateApr 2024
Total AUM$307.9M
Discretionary$289.5M
Non-Disc.$18.4M
Employees8
Clients0
DateFeb 2024
Total AUM$307.9M
Discretionary$289.5M
Non-Disc.$18.4M
Employees8
Clients0
DateApr 2023
Total AUM$259.2M
Discretionary$241.8M
Non-Disc.$17.4M
Employees8
Clients0
DateMar 2023
Total AUM$259.2M
Discretionary$241.8M
Non-Disc.$17.4M
Employees8
Clients0
DateMar 2022
Total AUM$276.6M
Discretionary$276.6M
Non-Disc.$0
Employees8
Clients0
DateJun 2021
Total AUM$243.3M
Discretionary$243.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$243.3M
Discretionary$243.3M
Non-Disc.$0
Employees8
Clients0
DateJan 2021
Total AUM$241.9M
Discretionary$241.9M
Non-Disc.$0
Employees8
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0