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TOWNSEND WEALTH MANAGEMENT

COLUMBUS, GA · CRD 126241 · IAPD ↗ · 706-221-8200

$194.0MRegulatory AUM
2Advisory reps
3Employees
5Clients
26-50Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2026 — TOWNSEND WEALTH MANAGEMENT notice-filed in FL.
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.