Tower Wealth Partners, Inc.
● SEC registered since 2020CRD 310461SEC# 801-119415Lewisburg, PA
Reg. AUM
$440.4M
Employees
9
Accounts
1,842
Location
Lewisburg, PA
Tower Wealth Partners, Inc. assets under management
Tower Wealth Partners, Inc. is an investment advisory firm registered with the SEC based in Lewisburg, PA. The firm has been registered since 2020. It reports $440.4 million in regulatory assets under management and employs 9 people.
Tower Wealth Partners, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Darin Michael Koss Control | Managing Partner And Chief Compliance Officer | 50-75% | 2020 |
| Jared Furman Kohl Control | Partner | 25-50% | 2020 |
Frequently asked questions
How much does Tower Wealth Partners, Inc. manage?
Tower Wealth Partners, Inc. reports $440.4 million in regulatory assets under management on its Form ADV.
How many employees does Tower Wealth Partners, Inc. have?
Tower Wealth Partners, Inc. reports 9 employees.
Where is Tower Wealth Partners, Inc. located?
Tower Wealth Partners, Inc. is based in Lewisburg, PA and has been SEC-registered since 2020.
Does Tower Wealth Partners, Inc. disclose fund performance?
Tower Wealth Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1000 Market Street, Lewisburg, PA 17837 |
| Phone | (570) 524-7200 |
| Fax | (570) 524-7211 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1852808 |
| Discloses disciplinary history | No |
Regulatory AUM
$440.4M▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$440.4Mregulatory AUM
Discretionary $440.4M