RIA Intel›Advisers›Illinois›TOWER WEALTH ADVISORS, INC.

TOWER WEALTH ADVISORS, INC.

Advisory

WHEATON, IL

Data as of Aug 25, 2026 · Source: SEC Form ADV

Rank in IL

#1,216

of 1,719 advisers by AUM

Average account

$218K

across 218 accounts

AUM per adviser

$24M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 25, 2026.

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$47M

Discretionary AUM$46M

Non-Discretionary AUM$968K

Discretionary %98%

Total Clients218

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

218 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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