CRD: 154053
Tower Wealth Advisors, Inc.
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-24-2010
- Office Locations
- 1
Office Locations
About Tower Wealth Advisors, Inc.
Tower Wealth Advisors is a Wheaton, IL RIA providing wealth management, retirement planning, estate strategy, and portfolio/risk management. The firm works with entrepreneurs and executives, peak-career professionals, pre-retirees/retirees, and high-net-worth individuals, with portfolios that lean heavily on ETFs alongside mutual funds and cash allocations.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Services
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Owner & Executives
PAUL KEITH CRAIG
Chief Compliance Officer, Financial Advisor, Owner, President, Secretary, TREASURER
- CRD
- #4344092
- Ownership
- 50% but less than 75%
DARLENE KAY KRUEGER
--
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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GRAHAM B CRAIG
Financial Advisor
- CRD
- #1725136
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,236,535 | -- |
| Non-Discretionary | $3,975,288 | -- |
| Total | $49,211,823 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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