Registration
Tiverton Wealth, LLC is a Registered Investment Adviser registered with the State of Texas. Registration as an investment adviser does not imply any level of skill or training, and does not constitute an endorsement of the firm by any securities regulator or governmental agency.
Tiverton Wealth, LLC transacts business only in states where it is properly registered or is excluded or exempted from registration requirements. Nothing on this website is a solicitation to provide advisory services in any jurisdiction in which the firm is not appropriately registered, excluded, or exempt.
In-Person Meetings
Meetings with Tiverton Wealth are available by appointment only. To ensure you receive the highest level of service, please schedule your visit in advance. We are unable to accommodate unscheduled visits, and walk-ins cannot be seen.
Many of our client relationships are conducted virtually through video meetings, secure messaging, and our online planning portal. For clients who are local to The Woodlands and Greater Houston area, we also offer in-person meetings at our office. Clients receive the same scope of agreed-upon advisory services whether meetings are held virtually or in person, with communication tailored to each client’s needs.
Our office is a professional suite rather than a walk-in retail location, and it is not continuously staffed for drop-in visits. Scheduling in advance lets us prepare for your specific situation and ensures the right documents and analysis are ready when you arrive. If you are travelling to see us, please confirm your appointment beforehand.
The Woodlands, TX Office2001 Timberloch Place, Suite 500
The Woodlands, Texas 77380
Nature Of The Information On This Site
The content on this website is provided for general educational and informational purposes only. It is not investment, tax, legal, or accounting advice, and it is not a recommendation to buy, sell, or hold any security or to adopt any particular investment strategy.
Nothing here takes into account the specific objectives, financial situation, or needs of any individual reader. Personalized advice is provided only to clients under a signed advisory agreement, and only after we have gathered enough information to understand a client’s circumstances. Please consult a qualified professional before acting on anything you read here.
Information is believed to be accurate as of the date it is published, but it may become outdated. Tax laws, contribution limits, and regulations change, and Tiverton Wealth undertakes no obligation to update any content on this site.
How We Are Paid
Tiverton Wealth is a fee-only firm. We are compensated directly by our clients and we do not accept commissions, sales loads, 12b-1 fees, revenue sharing, or other third-party sales incentives for the recommendation or sale of investment or insurance products.
Fee-only is not the same as fee-based. A fee-based advisor may charge fees and also earn commissions on certain products or transactions. Our compensation model is intended to reduce, though it cannot eliminate, conflicts of interest. A full description of our fees is available in Form ADV Part 2A and on our How We Get Paid page.
As a Registered Investment Adviser, Tiverton Wealth acts as a fiduciary to its advisory clients and is obligated to act in each client’s best interest when providing advisory services.
Affiliated And Related Entities
Tiverton Tax, LLC is a separate legal entity affiliated with Tiverton Wealth, LLC through common ownership. Tax preparation and tax-related services are provided exclusively through Tiverton Tax under a separate engagement agreement. Clients are not required to use Tiverton Tax and may use any tax professional of their choosing. For clients whose Tiverton Wealth engagement includes tax services, no separate fee is charged by Tiverton Tax; however, where a client pays an advisory fee to Tiverton Wealth, those tax services are paid for indirectly through that fee. The affiliation creates a potential conflict of interest because Tiverton Wealth has an incentive to recommend its affiliated tax firm.
Tiverton Wealth may also assist clients with estate planning by coordinating with third-party providers, including Trust & Will, a technology platform. Tiverton Wealth does not practice law and does not draft legal documents. Clients should consult a licensed attorney regarding their estate planning needs.
Referral And Advertising Arrangements
Tiverton Wealth, LLC participates in the SmartVestor program, an advertising and referral service for investment professionals operated by The Lampo Group, LLC, doing business as Ramsey Solutions. Tiverton Wealth pays a flat monthly fee to participate.
That payment creates an incentive for SmartVestor to make referrals to Tiverton Wealth, which is a conflict of interest. SmartVestor is not a client of Tiverton Wealth and does not receive advisory services. Clients and prospective clients should not assume that a referral means Ramsey Solutions endorses any particular adviser’s qualifications or investment approach.
Tiverton Wealth may appear in other online directories and listing services, some of which charge a fee for inclusion. A paid listing is advertising and is not an endorsement, a ranking, or an evaluation of the firm’s services.
Client Reviews And Testimonials
Client reviews shown on this website are collected and displayed by independent third-party platforms. Reviews are provided by current clients unless otherwise indicated alongside the review.
No cash or non-cash compensation was provided in exchange for any review displayed on this site. Where a material conflict of interest exists in connection with a review, that conflict is disclosed alongside it.
A testimonial reflects one client’s individual experience and is not a guarantee of future performance or of the results any other client will achieve. Individual experiences vary based on each client’s circumstances. Reviews should not be interpreted as a recommendation or as an assurance of any particular outcome.
Third-Party Links And Content
This website contains links to third-party websites, tools, and resources provided for convenience only. Tiverton Wealth does not control those sites, does not review or endorse their content, and is not responsible for their accuracy, availability, privacy practices, or security.
Membership in a professional organization, inclusion in a directory, or the appearance of a logo on this site does not constitute an endorsement of Tiverton Wealth, LLC or its services. Being quoted in or mentioned by a media outlet is not an endorsement or a recommendation by that outlet.
Custody Of Client Assets
Tiverton Wealth does not physically hold client securities or funds. Client investment accounts are held with an independent qualified custodian that sends account statements directly to clients. For regulatory purposes, Tiverton may be deemed to have limited custody solely because of its authority to deduct authorized advisory fees from certain client accounts. Clients are encouraged to review custodial statements carefully and compare them with any reports provided by Tiverton Wealth.
Investment Risk
All investing involves risk, including the possible loss of principal. Past performance is not indicative of and does not guarantee future results. Different types of investments carry varying degrees of risk, and there is no assurance that any specific investment, strategy, or plan will be profitable, will suit a client’s situation, or will achieve its objectives.
Diversification and asset allocation do not ensure a profit and do not protect against loss in a declining market. Any projections, targets, or hypothetical illustrations are estimates based on assumptions that may not come to pass, and actual results will differ.
Regulatory Filings And Further Information
Our Form ADV Part 2A disclosure brochure describes our services, fee schedule, business practices, conflicts of interest, and the background of our advisory personnel. A copy is available at the link below at no charge, and we will provide one on request.
You can also research the firm and its personnel through the SEC’s Investment Adviser Public Disclosure website. If you have a question about anything on this page, please contact us — we are happy to walk through it with you.
Last updated: September 2026