Tbms Wealth LLC
RIASEC Registered
Total AUM
$9.4M
Discretionary
$9.4M
100% of AUM
Avg account
$240K
Accounts
39
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 304191
- Website
- www.tbmswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.96%
- Individuals15.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tbms Wealth LLC is an independent, individually owned registered investment adviser focused on serving individuals and families. The firm provides financial planning and discretionary portfolio management for individuals and small businesses. Its fees are a mix of asset-based charges, hourly consulting fees, and fixed-fee arrangements. Tbms is not organized as a capital allocator and does not present itself as an active ESG investor; it is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities4%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Todd Pniewski
Owner / AdvisorCRD 2932921
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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