Timothy Whitmoyer
Investment adviser representative at Lountzis Asset Management, LLC
11 yearsExperience
2 statesRegistered in
$624.1MFirm assets
11 yearsFirm 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.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Lountzis Asset Management, LLCJan 2022 to now
- The Vanguard Group, Inc.Mar 2021 to Dec 2021
- Santander N.AJan 2020 to Mar 2021
- Unemployed (graduated College)Jun 2019 to Jan 2020
- Coactive Wealth StrategistsJun 2018 to Aug 2018
- Weis MarketsJun 2017 to Aug 2017
- Shippensburg UniversityAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Lountzis Asset Management, LLC
$624.1MAssets managed
155Clients
3Advisers
11 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
- 6973986
- Firm CRD
- 118923