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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2004
- Office Locations
- 1
Office Locations
About Townsend Wealth Management
Townsend Wealth Management is a boutique RIA in Columbus, GA serving individuals and retirement plan clients with comprehensive financial and wealth planning, including tax and estate planning, insurance, and risk management. Portfolios emphasize asset allocation and disciplined construction using mutual funds, ETFs, and select alternatives, custodied primarily at Charles Schwab, with Morningstar tools supporting research and portfolio construction.
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Owner & Executives
TYLER ASHLEY TOWNSEND
Chief Compliance Officer, Managing Partner
- CRD
- #5475721
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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BURNETT KENNETH TOWNSEND, JR
--
- CRD
- #4651077
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $188,336,276 | $425,138 |
| Non-Discretionary | $5,706,143 | $951,024 |
| Total | $194,042,419 | $432,166 |
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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 |
| Total | Available | Available |
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