Timothy Lawrence Dwight
Investment adviser representative at Fireside Capital Advisors
11 yearsExperience
1 stateRegistered in
CFADesignation
$236.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Springvest Wealth Management, LLC dba Fireside Capital AdvisorsNov 2023 to now
- Fireside Capital Advisors Inc.Jan 2019 to now
- Springvest Wealth Management, Inc.Jun 2015 to Dec 2018
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (TX).
Fireside Capital Advisors
Legal name: Springvest Wealth Management, LLC
$236.6MAssets managed
140Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4442064
- Firm CRD
- 329297