CS Tomasi Wealth Management

RIASEC RegisteredEst. 2026
Total AUM
$110M
Discretionary
$110M
100% of AUM
Avg account
$1.3M
Accounts
86
Employees
6
Advisory reps
3

Firm details

Headquarters
Costa Mesa, California
CRD number
287561
Registered since
September 15, 2026
Website
cstomasi.com
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • HNWI80.26%
  • Individuals19.74%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

CS Tomasi Wealth Management is an independent, privately owned registered investment adviser structured as a corporation and focused on individuals and families. The firm charges clients a percentage of assets under management and provides financial planning and discretionary portfolio management for individuals and small businesses. It does not present itself as a capital allocator, does not pursue ESG investing, and is not organized as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 74%, Public Funds/Mutual Funds 24%, State & Local Bonds 2%74%
  • Exchange Traded Equities74%
  • Public Funds/Mutual Funds24%
  • State & Local Bonds2%

Contacts

3 of 3
  • Christiane Tomasi

    Christiane Tomasi

    Registered Investment AdvisorCRD 2926168

  • Bryan Reynoso

    Financial AnalystCRD 7701372

  • Seif Eldin Selim

    Financial AdvisorCRD 7853543

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Costa Mesa, CA

Orange

Location

Costa Mesa, CA

Headquartered in Costa Mesa, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
949 S Coast Dr
Time zone
PT (UTC-8)
Office locations

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