TM Wealth Management, LLC
RIAState Registered
Total AUM
$244K
Discretionary
$244K
100% of AUM
Avg account
$40.7K
Accounts
6
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 310993
- Website
- www.tm-wealth.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
TM Wealth Management, LLC is a small, California-registered limited liability company that provides portfolio management for individuals and small businesses. The firm is owned by an individual and charges clients on a percentage-of-assets-under-management basis. Its stated client focus is individual and family relationships rather than institutional mandates. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser.
Assets & Accounts
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
- Derivatives54%
- Cash & Cash Equivalents27%
- Exchange Traded Equities19%
Owners & executives
FINTRXContacts
FINTRXWealth 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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