# Tiverton Wealth

> Tiverton Wealth is a state-registered investment advisory firm in The Woodlands, TX, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 3, 2026.

- CRD: 339410
- Filed as: TIVERTON WEALTH
- Legal name: Tiverton Wealth, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: The Woodlands, TX
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339410
- AdvisorCensus page: https://advisorcensus.com/firm/tiverton-wealth-the-woodlands-tx-339410

## Quick answers

**How is Tiverton Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Tiverton Wealth reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Tiverton Wealth located?**
Tiverton Wealth's principal office is in The Woodlands, TX, according to its Form ADV.

**Is Tiverton Wealth registered with the SEC or a state?**
Tiverton Wealth is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339410.

**How much does Tiverton Wealth manage?**
Tiverton Wealth reports $0 in regulatory assets under management in its Form ADV filing dated September 3, 2026.

**Does Tiverton Wealth 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/339410

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### 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
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [tivertonwealth.com](https://tivertonwealth.com)
- Facebook facebook.com
- Instagram @tiverton_wealth
- LinkedIn @tiverton-wealth-management
- TikTok @tiverton__wealth
- YouTube @TivertonWealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tiverton Wealth (CRD 339410): Form ADV filing data as of October 2026.