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Tiverton Wealth
Tiverton Wealth is an independent, fee-only wealth management firm. As a fee-only fiduciary, it is paid directly by clients, not through commissions on...
Overview
Tiverton Wealth is an independent, fee-only wealth management firm. As a fee-only fiduciary, it is paid directly by clients, not through commissions on investment or insurance products. It helps individuals and families create a clear financial plan built around retirement income, investments, taxes, and long-term wealth management, and coordinates investment management, retirement planning, and tax planning.
General information
Firm type
RIA
Year founded
2014
Location
Region
North America
Country
United States
City
The Woodlands
Corporate office
New York, NY, United States
Principals
John A. K. (names not fully confirmed)
Founder / Managing Principal
Sector focus
Frequently asked questions
What investment stages does Tiverton Wealth target?
The firm focuses on direct co-investments in real estate, private credit, and hedge funds. It tends to invest alongside institutional GPs rather than acting as a lead or general partner.
How does Tiverton Wealth source deal flow?
The firm leverages the founder's network from financial services and maintains relationships with established GPs for co-investment opportunities. It does not maintain a public deal-sourcing process.
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