$179.2M Total AUM
$179.2M Disc. AUM
-- 3Y CAGR
3 Employees
150 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-06-2012
- Office Locations
- 1
Office Locations
300 North Main Street Attleboro MA
About Timmons Wealth Management
Timmons Wealth Management is an independent fiduciary RIA providing integrated wealth management—comprehensive CFP-led financial planning paired with evidence-based, personalized investment strategy and portfolio construction. The firm helps clients plan for major life events, retirement, and tax-efficient decisions. Custody at Charles Schwab.
Team overview
45 AVG AGE
$179.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
13.7 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
LIAM M TIMMONS
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4458519
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $179,244,928 | $297,749 |
| Non-Discretionary | $0 | -- |
| Total | $179,244,928 | $297,749 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Private Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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