Targeted Wealth Solutions

Company Description (LinkedIn): Targeted Wealth Solutions, LLC is an independent Registered Investment Adviser that provides comprehensive wealth management across all stages of our clients’ lives.

No sales — just an uncompromising and passionate dedication to service.

We believe in integrity, transparency, and a disciplined approach to helping clients achieve their financial goals.

• ⏳ Active Since:
• 📍 Location:
• 🔢 Employee Count: 3
• 👥 Followers:

From SEC filings:

💁 Advisory Services Offered

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services

💲 Compensation Options

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Accounts

• 💰 Total AUM ($Millions): 28
• 🧾 Number of accounts: 178
• 🛍 Average Account Size: $158,795

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit www.targetedwealthsolutions.com