# TO WEALTH

TO WEALTH is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** towealth.com

## Regulatory record

- **CRD number:** 291594
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/291594

## About

TO WEALTH, LLC is a state-registered investment adviser in BOULDER, CO. The firm manages approximately $49 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### What is TO WEALTH's fee structure?

TO WEALTH operates on a fee-only, hourly basis. This means the firm does not charge based on a percentage of assets under management and does not collect commissions on product sales. The model is designed to minimize conflicts of interest tied to portfolio size or transaction volume, aligning the firm's incentives with planning advice rather than asset gathering.

### What types of clients does TO WEALTH typically serve?

The firm focuses on individuals and families going through significant financial transitions — business exits, large liquidity events, inheritance events, or divorce. Clients often hold concentrated stock positions, complex trust structures, or illiquid private company equity that requires multi-year planning before any investment can be deployed.

### How does TO WEALTH handle non-financial services like travel or property management?

Non-financial concierge services — including travel logistics, household staffing, property maintenance coordination, and personal bill payment — are integrated into the client service package. These functions are managed by a dedicated client service team rather than outsourced to a third-party concierge network, though the firm has not publicly disclosed team headcount.

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- [Throckmorton Advisors](https://altss.com/profile/throckmorton-advisors-llc)
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Last updated: 2026-07-06T01:24:27.226Z

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