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TIMMONS WEALTH MANAGEMENT

ATTLEBORO, MA · CRD 165914 · IAPD ↗ · twealthmanagement.com · (774) 331-2172

$179.2MRegulatory AUM
1Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2026 — TIMMONS WEALTH MANAGEMENT notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — TIMMONS WEALTH MANAGEMENT reported RAUM up 26% ($114.8M -> $144.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
May 2024 — TIMMONS WEALTH MANAGEMENT (ATTLEBORO, MA) is newly SEC-registered with $114.8M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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