Tiaa Wealth Investment Management LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 334925
- Registered since
- March 31, 2025
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Tiaa Wealth Investment Management LLC is an SEC‑registered limited liability company that began its federal registration in 2025. The firm bills itself as a capital allocator and operates on a percentage‑of‑AUM fee model. Its stated advisory services include portfolio management for businesses and institutions, selection and oversight of other advisers, publication of periodic newsletters, and the delivery of educational seminars and workshops. The snapshot flags the firm as an active ESG investor and as a related adviser within a broader organizational structure. Industry affiliations on the record span a wide range of roles — broker‑dealer, other investment adviser, registered municipal advisor, CPO/CTA, banking or thrift institution, insurance company, pension consultant, and sponsor/GP/manager of pooled investment vehicles — which suggests the firm operates across retail, institutional and product‑sponsor functions rather than solely as a pure advisory boutique.
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
Owners & executives
3 of 3
James Deats
President and CEOCRD 4895304

Rashmi Badwe
Chief Operating OfficerCRD 5702977

Niladri Mukherjee
Chief Investment OfficerCRD 5227234
Contacts
3 of 8
Ryan Miller
Director, Fixed Income Portfolio ManagerCRD 8184609

Christopher Oneill
Managing Director, Wealth ManagementCRD 4773614

Jeremy Intihar
Managing DirectorCRD 5040823
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 218Active vs passive
$10.4B in ETFs
99%
$10.3B
1%
$115M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $2.2B | 25,333,750 | 21.26% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 730 3rd Ave
- Time zone
- ET (UTC-5)
- Office locations
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