COLUMBUS, GACRD 126241Latest ADV February 25, 2026
Townsend Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbus, GA. Its latest Form ADV filing, dated February 25, 2026, reports $194M in regulatory assets under management, 3 employees, and 449 accounts.
Assets Under Management
$194M
Employees
3
Offices
--
Total Clients
179
Primary office
COLUMBUS, GA
6867 MOUNTAINBROOK DR, STE 102, COLUMBUS, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.5% of total clients.
Top client categories% of clientsClients
1
Individuals
66.5%
119
2
HNWI
33.5%
60
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$194Mas of February 25, 2026
Discretionary97.1%
$188M
97% of total RAUM97.1%
Non-discretionary2.9%
$6M
3% of total RAUM2.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$194M
Total Accounts449
10Y AUM Change+$77M (+65.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee60:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.