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Timothy Whitmoyer

Lountzis Asset Management, LLC

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About Timothy Whitmoyer

Timothy Whitmoyer is an Investment Advisor Representative with Lountzis Asset Management, LLC. Timothy has been in the industry since May 2021. Timothy has passed the Series 63, Series 65, Series 7TO, and SIE exams. Timothy specializes in providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. Timothy's primary registration is in Pennsylvania. Timothy has experience working with individuals, high-net-worth individuals, and pooled investment vehicles. Timothy's firm, Lountzis Asset Management, LLC, is a registered investment advisor located in Wyomissing, PA.

Firm Information

Timothy Whitmoyer is currently registered with Lountzis Asset Management, LLC. Lountzis Asset Management, LLC is an investment advisor registered with the SEC located in Wyomissing, PA. They manage approximately $504.5 million in assets for 296 accounts, primarily for high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. Their services include financial planning, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
Lountzis Asset Management, LLC

60 COMMERCE DRIVE

WYOMISSING, PA 19610

$504.54M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Timothy Whitmoyer’s Registration & Firm History

PA

08/31/2023 - Present

Lountzis Asset Management, LLC (WYOMISSING PA)

PA

05/14/2021 - 02/10/2022

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 08/31/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/24/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/14/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/19/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Whitmoyer.
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