Tinsley Wealth Advisors LLC (Naples)

Tinsley Wealth Advisors LLC is a large advisory firm based in Naples. It manages $140.74 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Florida and Pennsylvania.

Tinsley Wealth Advisors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tinsley Wealth Advisors: assets under management

The assets under management (AUM) of Tinsley Wealth Advisors LLC is $140.74 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 461% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $140.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $6.4 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tinsley Wealth Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tinsley Wealth Advisors LLC

Joseph Francis Omalley has been acting as President since 1 May 2010. John Joseph Canning joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Tinsley Enterprises Llc	Sole member	1 May 2010	75% - 100%	27-2790323
Joseph Francis Omalley	President	1 May 2010	Other	2188393
Daneen E. Downey	Chief compliance officer	1 Jun 2010	Other	4758790
Daneen Elizabeth Downey	Chief compliance officer	1 Jun 2010	Other	4758790
John Joseph Canning	Chief compliance officer	1 Aug 2011	Other	2372442

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Jfo Management Llc	Elected manager	1 May 2010	Other	27-2959887

Based in Naples

The principal office where Tinsley Wealth Advisors LLC performs its advisory services is located at 270 Springline Drive, Naples, FL 34102 The mailing address of the firm is P.O. Box 276 A, Wayne, PA 19087. An additional office of the firm is in King Of Prussia, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 239-877-4445. The normal business hours are 8:30 a.m - 4:30 p.m. on Monday - Friday.