Timewealth Advisors Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$41,701,958
Total clients
127
53% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
127
Average account size
$328,362
About
TimeWealth Advisors is an independent, single-advisor registered investment adviser that provides ongoing discretionary portfolio management and integrated financial planning to individual and high‑net‑worth clients. The firm also acts as a subadvisor for other advisers and limits its recommended investments to mutual funds, fixed income, ETFs (including precious metal ETFs), equities, REITs, annuities, and certain non‑U.S. securities.
The firm documents client goals and risk tolerance in an Investment Policy Statement and generally employs fundamental analysis and a long‑term trading approach, using model allocations alongside tailored recommendations. Accounts are custodied through a single recommended custodian and fees are withdrawn directly from client accounts; clients receive regular account reports from the custodian and the firm conducts at least annual reviews and event‑driven updates.
Compared with many solo independent advisers, TimeWealth reports concentrating on high‑net‑worth clients rather than a broad base of non‑HNW retail clients, and it recently established a new ownership structure after forming in 2025. The firm’s principal(s) maintain outside registrations (as a broker‑dealer representative and licensed insurance agent), accept third‑party fee shares and soft‑dollar support from its chosen custodian, and do not aggregate block trades for multiple client accounts—factors the firm discloses as potential conflicts or operational distinctions.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Annuities
Fee options
1.50% annually
Main office location
Timewealth Advisors Inc.
8500 Station St, Suite 235
Mentor OH 44060, United States
Number of offices
1
Most active in
Timewealth Advisors Inc. has reported serving >5 clients in these states in the last 12 months.
Louisiana · Ohio · 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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