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
205 Newbury Street, Suite 201, Framingham, MA 01701
https://www.linkedin.com/company/wells-financial-advisors-inc-
By the Numbers
  • Total Assets Under Management
    223
    MILLION
  • Total Number of Accounts
    403
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL, MA, NH, TX

Financial Advisors at Tsw Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Sarah Wells, financial advisor Framingham MA
Sarah A. Wells
CRD#: 5351896
205 Newbury Street, Suite 201, Framingham, MA 01701

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, financial advisor Framingham MA
Terry B. Wells
CRD#: 2147013
205 Newbury Street, Suite 201, Framingham, MA 01701

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals