# Tower Wealth Advisors, Inc.

> Tower Wealth Advisors, Inc. is a state-registered investment advisory firm in Wheaton, IL, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 25, 2026.

- CRD: 154053
- Filed as: TOWER WEALTH ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wheaton, IL
- Filing period: October 2026
- Form ADV filing dated: August 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154053
- AdvisorCensus page: https://advisorcensus.com/firm/tower-wealth-advisors-inc-wheaton-il-154053

## Quick answers

**How is Tower Wealth Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Tower Wealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Tower Wealth Advisors, Inc. located?**
Tower Wealth Advisors, Inc.'s principal office is in Wheaton, IL, according to its Form ADV.

**Is Tower Wealth Advisors, Inc. registered with the SEC or a state?**
Tower Wealth Advisors, Inc. is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 154053.

**How much does Tower Wealth Advisors, Inc. manage?**
Tower Wealth Advisors, Inc. reports $47,424,192 in regulatory assets under management in its Form ADV filing dated August 25, 2026 (98% discretionary).

**What types of clients does Tower Wealth Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (197); high net worth individuals (21).

**Does Tower Wealth Advisors, Inc. 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/154053

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $47,424,192
- Discretionary: $46,455,913
- Non-discretionary: $968,279

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 197 | $25,578,831 |
| High net worth individuals | 21 | $21,845,361 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2010 (16 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tower Wealth Advisors, Inc. (CRD 154053): Form ADV filing data as of October 2026.