# Tiverton Wealth

Tiverton Wealth is a RIA based in The Woodlands, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** The Woodlands, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** tivertonwealth.com

## Regulatory record

- **CRD number:** 339410
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339410

## About

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.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Enterprise Software

## People

- John A. K. (names not fully confirmed) — Founder / Managing Principal

## 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.

## Related profiles

- [SAVILE PRIVATE WEALTH LLC](https://altss.com/profile/savile-private-wealth-llc)
- [INVESTORBLOC](https://altss.com/profile/investorbloc)

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Last updated: 2026-08-11T15:08:18.003Z

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