SourcingSourcing

TOWER WEALTH PARTNERS, INC.

C47
CRD 310461·SEC 801-119415·LEWISBURG, PA
AUM
$440.4M
$100M-$500M
Est. Revenue
$4.4M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TOWER WEALTH PARTNERS, INC.
CRD
310461
SEC file #
801-119415
EIN
202170640
DBA names
Tower Wealth Partners

Economics

AUM
$440.4M
AUM band
$100M-$500M
AUM trajectory
'21'26
$241.9M → $440.4M▲ +82%
Client mix
Individuals Other774
Individuals High Net Worth146

Operations

Employees (total)
9
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
3 advisors → 3 advisors▬ 0%
Primary office
LEWISBURG PA
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/04/2026
ADV-W filed at
—
Website
twitter.com/towerwp(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KOSS, DARIN, MICHAEL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
KOSS, DARIN, MICHAEL
KOHL, JARED, FURMAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:tower.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001852808
Edgar Registered
Yes
Edgar Filing Count
24
Edgar First Filing Date
2021-04-09
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0001951757-26-000806

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3014
Soi Zip Pct 200k Plus
0.1
Soi Zip Returns 200k Plus
710
Soi Zip Total AGI
726,868
Fdic Zip Total Deposits
10,761,997,000
Fdic Zip Branch Count
349
Fdic Zip Top Banks
Mifflinburg Bank and Trust Company
Manufacturers and Traders Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
1000 MARKET SREETLEWISBURG, PA 17837
Business
1000 MARKET SREETLEWISBURG, PA 17837
Edgar EIN
202170640
Edgar Recent Filings
13F-HR2026-05-08 · 0001951757-26-000806
13F-HR2026-01-16 · 0001951757-26-000200
Fdic Zip Branches Raw
Mifflinburg Bank and Trust CompanyLewisburg, PA
Meridian BankLewisburg, PA
Fdic Zip HHI
873.69
Fdic Zip Top Bank Share Pct
14.92
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI19,843
Returns1,860
Stub 2
AGI50,211
Returns1,350
Stub 3
AGI59,274
Returns960
Soi Zip Total Business Income
27,319
Soi Zip Total Cap Gains
54,545
Soi Zip Total Dividends
28,837
Soi Zip Total Returns
7,100
Top Owner CRD
2275060
Trust Company Affiliate
No

People (3)

3
KOSS, DARIN, MICHAEL
IAR · Direct Owner · 62.5%
2275060
KOHL, JARED, FURMAN
IAR · Direct Owner · 37.5%
4442075
HALEY ELIZABETH KOSS
IAR
6582829