# Timeless Wealth Management

> Timeless Wealth Management is a state-registered investment advisory firm in Raleigh, NC, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.

- CRD: 299128
- Filed as: TIMELESS WEALTH MANAGEMENT
- Legal name: Team Timeless Enterprises, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Raleigh, NC
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299128
- AdvisorCensus page: https://advisorcensus.com/firm/timeless-wealth-management-raleigh-nc-299128

## Quick answers

**How is Timeless Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Timeless Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Timeless Wealth Management located?**
Timeless Wealth Management's principal office is in Raleigh, NC, according to its Form ADV.

**Is Timeless Wealth Management registered with the SEC or a state?**
Timeless Wealth Management is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 299128.

**How much does Timeless Wealth Management manage?**
Timeless Wealth Management reports $0 in regulatory assets under management in its Form ADV filing dated February 4, 2026.

**Does Timeless Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/299128

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- timelessadvisor.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Timeless Wealth Management (CRD 299128): Form ADV filing data as of October 2026.