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TSW WEALTH MANAGEMENT

FRAMINGHAM, MA · CRD 125209 · IAPD ↗ · 508-655-9303

$279.3MRegulatory AUM
2Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — TSW WEALTH MANAGEMENT added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
April 2025 — TSW WEALTH MANAGEMENT notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.