Timmons Wealth Management, LLC
● SEC registered since 2024CRD 165914SEC# 801-129964Attleboro, MA
Reg. AUM
$179.2M
Employees
3
Accounts
602
Location
Attleboro, MA
Timmons Wealth Management, LLC assets under management
Timmons Wealth Management, LLC operates as an SEC-registered investment adviser based in Attleboro, MA. The firm has been registered since 2024. It reports $179.2 million in regulatory assets under management and employs 3 people.
Timmons Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Liam M Timmons Control | Managing Member, Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Timmons Wealth Management, LLC manage?
Timmons Wealth Management, LLC reports $179.2 million in regulatory assets under management on its Form ADV.
How many employees does Timmons Wealth Management, LLC have?
Timmons Wealth Management, LLC reports 3 employees.
Where is Timmons Wealth Management, LLC located?
Timmons Wealth Management, LLC is based in Attleboro, MA and has been SEC-registered since 2024.
Does Timmons Wealth Management, LLC disclose fund performance?
Timmons 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 | 300 North Main Street, Attleboro, MA 02703 |
| Phone | (774) 331-2172 |
| Fax | (774) 331-2367 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$179.2M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$179.2Mregulatory AUM
Discretionary $179.2M