$41.7M Total AUM
$41.7M Disc. AUM
-- 3Y CAGR
1 Employees
127 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2025
- Office Locations
- 1
Office Locations
8500 Station ST Suite 235 Mentor OH
About Timewealth Advisors Inc.
Timewealth Advisors Inc. is a Mentor-based RIA. The firm has been operating for 1 years. Managing $41.7M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial.
Team overview
55 AVG AGE
$41.7M AVG AUM / ADVISOR
$328.4K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
SCOTT JOHN MARN
Chief Compliance Officer, Managing Member
- CRD
- #2249880
- Ownership
- 50% but less than 75%
Available
Available
Available
W
Wendy J Marn
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,701,958 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,701,958 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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