TUMOLO WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- EAST LYME, Connecticut
- CRD number
- 330567
- Registered since
- February 26, 2026
- Custodians
- 3000 SCHWAB WAY, 245 SUMMER STREET
- Fee structure
- Percentage of AUM
- Client types
- Individuals70.65%
- HNWI29.35%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Tumolo Wealth Management LLC is an independent registered investment adviser that serves individual and family clients with a fee model based on a percentage of assets under management. The firm positions itself as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Equities are the dominant allocation preference; the firm reports a strong tilt toward exchange-traded equities and uses external managers when appropriate to implement portions of client portfolios. Tumolo Wealth Management LLC is not an active ESG investor and does not operate as a multi-state or pension consultant adviser. The firm maintains an insurance company affiliation.
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
- Exchange Traded Equities92%
- US Government Bonds4%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds1%
Contacts
3 of 4MARK BOBRUFF
Investment Advisor RepresentativeCRD 4365757
KENNETH TUMOLO
OwnerCRD 6219688
Nicholas Tumolo
Vice President, Investment Advisor RepresentativeCRD 7371129
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
EAST LYME, CT
NEW LONDON
Location
EAST LYME, CT
Headquartered in EAST LYME, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- NEW LONDON
- Address
- 339 Flanders Rd
- Time zone
- ET (UTC-5)
- Office locations
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