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TOWER WEALTH PARTNERS

LEWISBURG, PA · CRD 310461 · IAPD ↗ · (570) 524-7200

$440.4MRegulatory AUM
3Advisory reps
9Employees
0Clients
More than 500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — TOWER WEALTH PARTNERS reported RAUM up 26% ($350.5M -> $440.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
March 2025 — TOWER WEALTH PARTNERS reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
September 2024 — TOWER WEALTH PARTNERS notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
September 2024 — TOWER WEALTH PARTNERS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
May 2024 — TOWER WEALTH PARTNERS now reports custody of client assets ($5.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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