This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-05-1996
- Office Locations
- 1
Office Locations
About TSW Wealth Management
TSW Wealth Management is a Boston-area RIA serving affluent pre-retirees and retirees across New England and nationwide. The firm provides retirement-focused financial planning and discretionary portfolio management, coordinating tax-efficient withdrawals, Social Security/Medicare planning, estate planning, and charitable giving. Portfolios blend low-cost index ETFs with active institutional mutual funds and alternatives, with an emphasis on risk alignment and preservation. Client reporting is delivered via Black Diamond.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TERRY BRADLEY WELLS
Managing Principal
- CRD
- #2147013
- Ownership
- 75% or more
SARAH ANN WELLS
Chief Compliance Officer, PRINCIPAL
- CRD
- #5351896
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $279,258,283 | $657,078 |
| Non-Discretionary | $0 | -- |
| Total | $279,258,283 | $657,078 |
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 % |
|---|---|---|
| Public Funds | Available | Available |
| Other | 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