LP Profile

Middleton & Company

Also known as middleton and

Wealth ManagerVancouver, United StatesFounded 2016
$1.2B
Assets Under Management
Vancouver
Headquarters
Investment Focus

About Middleton & Company

Middleton & Company is a financial planning firm in Vancouver that has been renamed Towyn. It was founded and built by George Middleton and later passed to his daughters, who describe more than 30 years of long-term financial planning. The firm has refocused its practice on sabbatical and life planning, offering planning and investing services oriented toward individuals and families who want to use their assets for more than accumulation, such as taking uninterrupted time away from work. Existing clients continue to be served and can access the firm's client portal and meeting scheduling.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Middleton & Company from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.2B
Total Clients
613
Filing Date
May 4, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Middleton & Company across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Middleton & Company?

Middleton & Company is a wealth manager based in Vancouver, United States, managing approximately $1.2B in assets.

Where is Middleton & Company headquartered?

Middleton & Company is headquartered in Vancouver, United States.

How much does Middleton & Company manage?

Middleton & Company manages approximately $1.2B in assets under management.

When was Middleton & Company founded?

Middleton & Company was founded in 2016.

How can I contact Middleton & Company?

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