Timothy Whitmoyer
Lountzis Asset Management · Wyomissing, Pennsylvania
Timothy Whitmoyer is a fee-only financial advisor at Lountzis Asset Management in Wyomissing, Pennsylvania. Timothy focuses on family wealth transfer. Lountzis Asset Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Lountzis Asset Management |
|---|---|
| Based in | Wyomissing, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $624.1M across 325 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 6973986 |
| Exams passed | Series 63 (2021) · Series 65 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.lountzis.com |
| Profile |
How Timothy's firm compares
- Lountzis Asset Management's average account is about $1.9 million, from its Form ADV (assets managed divided by 325 accounts).
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Questions about Timothy
Is Timothy Whitmoyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Lountzis Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy's firm, Lountzis Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Timothy Whitmoyer based?
Timothy Whitmoyer is based in Wyomissing, Pennsylvania.
What does Timothy specialize in?
Timothy's specialties include family wealth transfer. Timothy works with multi-generational families and ultra high net worth.
Is Timothy Whitmoyer registered with the SEC?
Yes. Timothy Whitmoyer is registered as an investment adviser representative in PA and TX (CRD 6973986), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lountzis Asset Management manage?
Lountzis Asset Management reports $624.1M across 325 accounts in assets under management.
How do I contact Timothy Whitmoyer?
Through Timothy's website, www.lountzis.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Lountzis Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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