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 Aug 17, 2026

Regulatory AUM

$194.0M

Below cohort median (national)

Discretionary AUM

$188.3M

Non-discretionary $5.7M

Clients

179

449 accounts

Employees

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.linkedin.com/company/1145786

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.