This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$194MItem 5.F on the latest filing (2026-02-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$188M

Private client RAUM

$193MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$97.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

449

Individual clients

119

High net worth clients

60

Custody, client assets

$79.6M

SEC number

801-120269

CRD

126241

Filings on the tape

11

First filed

Feb 6, 2012

Latest filed

Feb 25, 2026

Organised

Limited Liability Company, GA

• Occurred

  Jan 5, 2021
  First Form ADV filing

  Townsend Wealth Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago
• Occurred

  Jan 5, 2021
  Control person left

  Kenneth Burnett Jr Townsend (President) no longer on Schedule A of Townsend Wealth Management (listed 2012-03-01, absent 2021-01-05)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:0299d035-1e4d-f473-482b-e7e6470cf91a

First observed

Feb 6, 2012

Last observed

Feb 25, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.