TOWNSEND PERSONAL FINANCIAL PLANNING, LLC
Doing business as TOWNSEND WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$194,042,419
Discretionary
$188,336,276
Non-discretionary
$5,706,143
Firm details
- CRD number
- 126241
- SEC file number
- 801-120269
- Main office
- COLUMBUS, GA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Other
As of November 2026.