CRD: 297147
Watchtower Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-13-2018
- Office Locations
- 1
Office Locations
About Watchtower Wealth Management, Inc.
Watchtower Wealth Management is an independent RIA providing financial planning and discretionary asset management, with an emphasis on communication, collaboration, and client education. The firm supports individuals and business owners through life transitions and offers retirement plan/qualified plan solutions. Portfolios commonly use public funds and ETFs and may incorporate asset allocation, fixed income, and socially responsible themes. Custody includes Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
EDWARD ALBERT THOMAS
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5203910
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,750,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,750,000 | -- |
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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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