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TOWNSEND WEALTH MANAGEMENT
Legal name: TOWNSEND PERSONAL FINANCIAL PLANNING, LLC
CRD 126241File 801-120269
APPROVED
Retail clients
Custody
Filing as of Feb 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$194.0M
Below cohort median (national)
Discretionary AUM
$188.3M
Non-discretionary $5.7M
Clients
179
449 accounts
Employees
3
Bottom 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Feb 4, 2021
- Principal office
- 6867 MOUNTAINBROOK DR, STE 102, COLUMBUS, GA, 31904
- Phone
- 706-221-8200
- Website
- HTTPS://WWW.TOWNSENDWM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $194.0M
- Discretionary AUM
- $188.3M
- Non-discretionary AUM
- $5.7M
- Discretionary accounts
- 443
- Non-discretionary accounts
- 6
- Total accounts
- 449
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $816K |
| Charitable organizations | Fewer than 5 | $287K |
| High net worth individuals | 60 | $145.5M |
| Individuals (other than high net worth individuals) | 119 | $47.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — FINANCIAL PLANNING FOR FIXED FEE
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 170 | 179 | increased by9 |
| Mar 1, 2026 | AUM | $163,703,095 | $194,042,419 | increased by$30,339,324 |
| Mar 1, 2026 | Accounts | 423 | 449 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 156 | 170 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $132,038,884 | $163,703,095 | increased by$31,664,211 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 377 | 423 | increased by46 |
| Apr 1, 2022 | Clients | 142 | 156 | increased by14 |
| Apr 1, 2022 | AUM | $117,301,278 | $132,038,884 | increased by$14,737,606 |
| Apr 1, 2022 | Accounts | 344 | 377 | increased by33 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TOWNSEND WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TOWNSEND WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.