Timothy Padva
Timothy Padva is a registered investment advisor at Aurora Private Wealth, INC., based in Doylestown, PA, with 31 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,508 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.95% |
Fees generally range from 0.25% to 2.95% per annum depending on client circumstances, assets under management, and other factors. Fees are negotiable.
Fee Estimator
Location
Doylestown, PA
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2012Customer Dispute
September 1998Other Business Activities
Timothy is a Managing Member of Hearthstone Advisors LLC, a 401K advisory company, dedicating about a quarter of his time. He is also the CEO of Lively Employer Services, a payroll, employee benefits, and administration company, dedicating nearly all of his time to this role.
Employment History
Current Registrations
Aurora Private Wealth, INC.
Apw Capital, INC.
Apw Capital, INC.Broker
Previous Registrations
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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