This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-17-2000
- Office Locations
- 3
Office Locations
About Tower View Wealth Management LLC
Tower View Wealth Management is a fee-only fiduciary RIA providing customized portfolio management and ongoing financial planning for investors at any stage, including multigenerational families. Founded in 1999 by Raman J. Ghei, CFA (CIO), the firm emphasizes stock research and disciplined portfolio construction, with portfolios largely implemented using ETFs. No account minimum; offers complimentary portfolio reviews/second opinions.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
RAMAN JOHN GHEI
Advisor, Chief Compliance Officer, Chief Investment Officer, FOUNDER
- CRD
- #1530677
- Ownership
- 50% but less than 75%
PAUL ALEXANDER CLOAK
--
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 7 owners & executives
Unlock allContacts
Emily A Cuadra
--
- CRD
- #7079622
Mariah Lee Magana Mayorga
--
- CRD
- #7886239
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $317,944,313 | $1,521,265 |
| Non-Discretionary | $0 | -- |
| Total | $317,944,313 | $1,521,265 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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 |
Continue browsing