# Tower Wealth Partners

> Tower Wealth Partners is an SEC-registered investment advisory firm in Lewisburg, PA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 310461
- Filed as: TOWER WEALTH PARTNERS
- Legal name: Tower Wealth Partners, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lewisburg, PA
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310461
- AdvisorCensus page: https://advisorcensus.com/firm/tower-wealth-partners-lewisburg-pa-310461

## Quick answers

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

**How much does Tower Wealth Partners charge?**
Its Form ADV Part 2A brochure dated March 4, 2026 states: Hourly rate: $300 an hour (Financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Tower Wealth Partners located?**
Tower Wealth Partners' principal office is in Lewisburg, PA, according to its Form ADV.

**Is Tower Wealth Partners registered with the SEC or a state?**
Tower Wealth Partners is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310461.

**How much does Tower Wealth Partners manage?**
Tower Wealth Partners reports $440,385,108 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**How have Tower Wealth Partners' assets and staff changed since 2021?**
In the Form ADV data for Tower Wealth Partners: Regulatory assets under management: $243,345,733 in the October 2021 data and $440,385,108 in the October 2026 data, up 81%. Total employees: 8 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tower Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (774); high net worth individuals (146).

**Which custodians does Tower Wealth Partners use?**
Tower Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Tower Wealth Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/310461

**Does Tower Wealth Partners state an account minimum?**
Its Form ADV Part 2A brochure dated March 4, 2026 says: "Tower Wealth generally does not impose a minimum relationship size."

**What changed in Tower Wealth Partners' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $350,469,868 to $440,385,108 (+26%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Account minimum: None

> Tower Wealth generally does not impose a minimum relationship size.

- Hourly rate: $300 an hour (Financial planning services)

> Tower Wealth offers financial planning services either on an hourly basis or a fixed engagement fee. Hourly fees are charged at a rate of up to $300 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $440,385,108
- Discretionary: $440,385,108
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 774 | $133,299,344 |
| High net worth individuals | 146 | $306,008,170 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,077,594 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 9 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IN, MD, MI, NH, NJ, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- towerwp.com
- Facebook @towerwealthpartners
- LinkedIn @koss-financial-group
- X @TowerWP

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $243,345,733 | 8 | June 8, 2021 |
| October 2022 | $276,627,506 | 8 | March 15, 2022 |
| October 2023 | $259,248,147 | 8 | April 28, 2023 |
| October 2024 | $307,900,239 | 8 | August 16, 2024 |
| October 2025 | $350,469,868 | 9 | April 25, 2025 |
| October 2026 | $440,385,108 | 9 | March 4, 2026 |

Regulatory assets under management: $243,345,733 in the October 2021 data and $440,385,108 in the October 2026 data, up 81%.
Total employees: 8 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $350,469,868 to $440,385,108 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tower Wealth Partners (CRD 310461): Form ADV filing data as of October 2026.