Tsw Wealth Management
Tsw Wealth Management (CRD# 125209) is a financial advisory firm headquartered in Framingham, MA. They manage $223,311,497 in 403 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management223MILLION
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Total Number of Accounts403ACCOUNTS
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Average Account Value$554,123
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, NH, TX
Financial Advisors at Tsw Wealth Management
1
Sarah Wells (CRD# 5351896) is an Investment Advisor Representative working at Tsw Wealth Management in Framingham, MA and has over 11 years of experience in the finance industry.
2
Terry Wells (CRD# 2147013) is an Investment Advisor Representative working at Tsw Wealth Management in Framingham, MA and has over 32 years of experience in the finance industry.
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