Tia Wealth Management LLC
● SEC registered since 2026CRD 327402SEC# 801-136330Newburyport, MA
Reg. AUM
$101.5M
Employees
3
Accounts
343
Location
Newburyport, MA
Tia Wealth Management LLC assets under management
Tia Wealth Management LLC operates as an SEC-registered investment adviser based in Newburyport, MA. The firm has been registered since 2026. It reports $101.5 million in regulatory assets under management and employs 3 people.
Tia Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Angus Guy Control | Managing Member/Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Tia Wealth Management LLC manage?
Tia Wealth Management LLC reports $101.5 million in regulatory assets under management on its Form ADV.
How many employees does Tia Wealth Management LLC have?
Tia Wealth Management LLC reports 3 employees.
Where is Tia Wealth Management LLC located?
Tia Wealth Management LLC is based in Newburyport, MA and has been SEC-registered since 2026.
Does Tia Wealth Management LLC disclose fund performance?
Tia Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 29 Water Street, Suite 302, Newburyport, MA 01950 |
| Phone | (978) 255-1128 |
| Fax | 866-422-2103 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$101.5MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$101.5Mregulatory AUM
Discretionary $101.5M