Tiverton Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Tiverton Wealth, LLC provides discretionary investment management and financial planning services to individuals, high‑net‑worth clients, charitable organizations, and businesses. The firm offers wealth management that covers traditional securities (stocks, bonds, mutual funds, ETFs), oversight of held‑away employer and brokerage accounts, estate‑planning facilitation, and both project‑based and ongoing financial planning.
The firm’s investment approach emphasizes asset allocation and modern portfolio theory, and it uses a mix of passive and active strategies as appropriate, including access to interval funds and other pooled alternative exposures when suitable. Tiverton regularly selects and monitors independent outside managers and investment programs to manage portions of client portfolios and will provide ongoing advice on held‑away accounts through third‑party platform arrangements.
Noteworthy distinctions include an affiliation with an in‑house tax/accounting business (Tiverton Tax, LLC), to which the firm may refer clients, and its disclosed use of outside advisers rather than managing all strategies internally — practices that are less common among peers. The firm also offers project‑based financial planning on an hourly basis and operates as a fee‑only adviser on an institutional custody platform, with clients asked to establish accounts at the firm’s recommended custodian.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Up to $250 flat fee for estate planning assistance; initial financial planning fee up to $15,000 (negotiable); ongoing financial planning fee $250 per month
$0 - $800,000: 1.00% $800,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.55% $10,000,001 - $20,000,000: 0.45% $20,000,001 - $25,000,000: 0.35% $25,000,001+: 0.25%
$250 per hour for Project-Based Financial Planning
Ongoing financial planning fee: $250 per month
Fee-only: The firm is fee-only, only compensated by client fees, no commissions.
Main office location
Tiverton Wealth
2001 Timberloch Place #500
The Woodlands TX 77380, United States
Number of offices
1
Most active in
Tiverton Wealth has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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