Tiaa Wealth Investment Management LLC

Overview

Tiaa Wealth Investment Management LLC is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm operates as a capital allocator and charges clients on a percentage-of-AUM fee schedule. Its stated advisory activities include portfolio management for businesses and institutions, selection of other advisers, publication of periodicals or newsletters, and educational seminars or workshops. The record also identifies the firm as an active ESG investor and as a related adviser with multiple industry affiliations that extend beyond traditional RIA functions. The firm’s affiliations include broker-dealer relationships, acting as another investment adviser, registered municipal advisor status, roles as CPO/CTA, links to banking or thrift institutions, insurance company connections, and sponsor/GP or managing member roles in pooled investment vehicles. Those affiliations, together with the “capital allocator” designation and selection-of-other-advisers activity, suggest the firm allocates capital across external managers and may operate or sponsor pooled vehicles in addition to running client-directed portfolios.

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Location & Offices