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Timothy M Webb

Investment adviser representative at Iolite Asset Management
14 yearsExperience
2 statesRegistered in
$0Firm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

14 years in the industry.

  1. Iolite Asset ManagementNov 2025 to now
  2. Know Your Options Inc.Mar 2012 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004
  • Series 66 · Uniform Combined State Law2006

State registrations

Registered as an investment adviser representative in 2 states (IL, IN).

Iolite Asset Management

Legal name: Iolite Asset Management, LLC

$0Assets managed
0Clients
4Advisers
Under 1 yearIn 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
4735714
Firm CRD
338911
Advisor's SEC record (opens in a new tab)
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