DBA: TOWNSEND WEALTH MANAGEMENT
| Total AUM | $194.0M |
| Discretionary | $188.3M97% of AUM |
| Non-Discretionary | $5.7M |
| Client Accounts | 449 |
| Avg Account Size | $432K |
| Employees | 3 |
| Peak AUM | $194.0MFeb 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $194M | +18.5% | +13.4% | +10.4% | |
| Discretionary AUM | |||||
| Total AUM | $194.0M |
| Discretionary | $188.3M |
| Employees | 3 |
| Client Accounts | 449 |
| Client Range | 26-50 |
Address
6867 MOUNTAINBROOK DR
COLUMBUS GA 31904
Phone
706-221-8200
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$188M
97.1% of AUM
Non-Discretionary
$6M
2.9% of AUM
Disc. mix ▼ 2.5pp vs 1 year ago
Custody
No related registrations reported
| +9.6% /yrover 20 yrs · 23 filings |
Total AUM
$194M
| $188M |
| +15.6% |
| +12.6% |
| +10.0% |
| Non-Disc. AUM | $6M | +668.4% | +65.5% | +40.7% |
| Total Accounts | 449 | +6.1% | +4.1% | +5.4% |
| Avg Account Size | $432,165.744 | +11.7% | +8.9% | +4.8% |
| Employees | 3 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $65M | +18.5% | +13.4% | +10.4% |
Client AUM Segments | |||||
| Wealth AUM | $193M | +18.5% | +13.4% | +10.6% | |
| Institutional AUM | $1M | +17.7% | +20.0% | 5.3% | |
Client Count Segments | |||||
| HNW Clients | 119 | +7.2% | +1.2% | +4.3% | |
| Individuals | 60 | +1.7% | +6.5% | +5.4% | |