Tower View Wealth Management LLC
● SEC registered since 2017CRD 108739SEC# 801-110226
Reg. AUM
$317.9M
Employees
6
Accounts
209
Location
—
Tower View Wealth Management LLC assets under management
Tower View Wealth Management LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2017. It reports $317.9 million in regulatory assets under management and employs 6 people.
Tower View Wealth Management LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda Simmons Control | Chief Operating Officer/Shareholder | Under 5% | 2021 |
| Bradley Ghei | Shareholder | Under 5% | 2021 |
| Greta Ghei | Shareholder | Under 5% | 2021 |
| Natalie Cumming | Operations Associate/Shareholder | Under 5% | 2021 |
| Paul Alexander Cloak Control | Shareholder | 25-50% | 2021 |
| Raman John Ghei Control | Founder & Chief Investment Officer, & Chief Compliance Officer | 50-75% | 1999 |
| Sophia Reyes Bradshaw Zundel Control | Chief Wealth Officer/ Shareholder | Under 5% | 2021 |
Frequently asked questions
How much does Tower View Wealth Management LLC manage?
Tower View Wealth Management LLC reports $317.9 million in regulatory assets under management on its Form ADV.
How many employees does Tower View Wealth Management LLC have?
Tower View Wealth Management LLC reports 6 employees.
Does Tower View Wealth Management LLC disclose fund performance?
Tower View Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 414-253-4096 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1729045 |
| Discloses disciplinary history | No |
Regulatory AUM
$317.9M▲ 13%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,306 advisers
EmployeesTop 56%
More than 44% of 16,824 advisers
Assets under management
$317.9Mregulatory AUM
Discretionary $317.9M