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Managing Member, Chief Compliance Officer · Timmons Wealth Management

Liam M Timmons

CRD 4458519 · Named on Form ADV at one SEC-registered adviser

At a glance

Timmons Wealth Management, an SEC-registered wealth manager based in Attleboro, MA with $179 million in regulatory assets, lists Liam M Timmons on its Form ADV as Managing Member, Chief Compliance Officer, a control person.

Firms and roles

  • Timmons Wealth ManagementManaging Member, Chief Compliance OfficerWealth manager · Attleboro, MA · $179M in regulatory assets

AtlasMembers

Liam’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Liam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.