TIA WEALTH MANAGEMENT LLC
Doing business as TAX & INVESTMENT ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$101,504,000
Discretionary
$101,504,000
Non-discretionary
$0
Firm details
- CRD number
- 327402
- SEC file number
- 801-136330
- Main office
- NEWBURYPORT, MA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.