TOWER VIEW WEALTH MANAGEMENT LLC

TOWER VIEW WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 108739). Regulatory assets under management: $317.9M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (15)

NameRoleLocation
Raman John GheiFOUNDER & CHIEF INVESTMENT OFFICER, & CHIEF COMPLIANCE OFFICER
Paul Alexander CloakSHAREHOLDER
Amanda SimmonsCHIEF OPERATING OFFICER/SHAREHOLDER
Sophia R BradshawCHIEF WEALTH OFFICER/ SHAREHOLDER
Greta GheiSHAREHOLDER
Bradley GheiSHAREHOLDER
Natalie CummingOPERATIONS ASSOCIATE/SHAREHOLDER
GHEI RAMAN JOHNCHIEF COMPLIANCE OFFICER; FOUNDER & CHIEF INVESTMENT OFFICER, & CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR (+2 more)
CLOAK PAUL ALEXANDERMANAGING DIRECTOR; SHAREHOLDER
BRADSHAW CALEB RFINANCIAL ADVISOR/ SHAREHOLDER
Simmons AmandaCHIEF OPERATING OFFICER/SHAREHOLDER
Ghei GretaSHAREHOLDER
Ghei BradleySHAREHOLDER
Grambo NatalieOPERATIONS ASSOCIATE/SHAREHOLDER; SHAREHOLDER
Sophia Reyes Bradshaw ZundelCHIEF WEALTH OFFICER/ SHAREHOLDER

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