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- Custodian
- Raymond James ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-08-2020
- Office Locations
- 2
Office Locations
About Tower Wealth Partners
Tower Wealth Partners is a relationship-driven financial planning and wealth management firm helping individuals, families, and business owners clarify goals (retirement and life transitions) and build custom plans. The team provides investment planning and ongoing asset management, implemented largely with ETFs and mutual funds in an asset-allocation approach. Uses Black Diamond and Envestnet MoneyGuide and supports custody via Raymond James or Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
DARIN MICHAEL KOSS
Chief Compliance Officer, Managing Partner, Wealth Management Advisor
- CRD
- #2275060
- Ownership
- 50% but less than 75%
JARED FURMAN KOHL
PARTNER, Wealth Management Advisor
- CRD
- #4442075
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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HALEY ELIZABETH KOSS
Wealth Management Advisor
- CRD
- #6582829
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $440,385,108 | $239,080 |
| Non-Discretionary | $0 | -- |
| Total | $440,385,108 | $239,080 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | 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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