TIA WEALTH MANAGEMENT LLC
TIA WEALTH MANAGEMENT LLC of NEWBURYPORT, MA is an SEC-registered investment adviser (CRD 327402). Regulatory assets under management: $101.5M.
Registration
- CRD: 327402
- SEC file number: 801-136330
- Type: Registered investment adviser
- Location: 29 WATER STREET, SUITE 302, NEWBURYPORT, MA, 01950
- Phone: (978) 255-1128
- Latest filing: 2026-05-07
- Regulatory AUM: $101.5M
- Discretionary AUM: $101.5M
- Clients: 3
- Accounts: 343
Business model
Compensation: % of AUM.
Clients served: Individuals, High net worth, Charities, Corporations.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| Robert Angus Guy | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
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