Tomoro

RIASEC RegisteredEst. 2026
Total AUM
—
Avg account
$0
Accounts
0
Employees
17
Advisory reps
6

Firm details

Headquarters
Colts Neck, New Jersey
CRD number
340227
Registered since
June 4, 2026
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Tomoro LLC is a newly formed investment adviser organized as a limited liability company and listed as SEC-registered in 2026. The firm identifies as a capital allocator and provides fee-based advisory services under several billing models (percentage of AUM, hourly, and fixed fees). Ownership is noted as a mix of a domestic entity and an individual. Services described include financial planning and portfolio management for individuals, small businesses, and institutional/business clients, plus the selection of outside advisers. Tomoro does not list ESG investing as active in its practice, is not designated as a multi-state adviser, and does not act as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

2 of 2
  • Todd Levine

    Todd Levine

    Founder & CEOCRD 4308956

  • Joshua Jones

    Joshua Jones

    Chief Compliance OfficerCRD 7729171

Contacts

3 of 4
  • David Mozeika

    David Mozeika

    Founder & PartnerCRD 4441724

  • Jeremy Suarez

    Jeremy Suarez

    Managing PartnerCRD 5009667

  • Michael Karlin

    Michael Karlin

    Sr. Financial AdvisorCRD 6457286

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Colts Neck, NJ

Monmouth

Location

Colts Neck, NJ

Headquartered in Colts Neck, NJ, 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
Monmouth
Address
293 Nj 34
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth