TOWER WEALTH PARTNERS

Legal name: TOWER WEALTH PARTNERS, INC.

CRD 310461File 801-119415

APPROVED

Retail clients

Custody

Filing as of Mar 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$440.4M

Below cohort median (national)

Discretionary AUM

$440.4M

Clients

920

1,842 accounts

Employees

Below cohort median in PA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Sep 8, 2020
Principal office: 1000 MARKET STREET, LEWISBURG, PA, 17837
Phone: (570) 524-7200
Website: https://twitter.com/TowerWP

Assets & accounts

ADV Item 5F

Total regulatory AUM: $440.4M
Discretionary AUM: $440.4M
Non-discretionary AUM: $0
Discretionary accounts: 1,842
Non-discretionary accounts: 0
Total accounts: 1,842
AUM per client: $479K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	146	$306.0M
Pension and profit sharing plans	Fewer than 5	$1.1M
Individuals (other than high net worth individuals)	774	$133.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
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: No
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.