Tweet Management Services, Inc.
Firm details
- Headquarters
- La Mesa, California
- CRD number
- 156730
- Registered since
- April 15, 2026
- Website
- www.investwithkyle.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI63.07%
- Individuals35.35%
- Pension & Profit Sharing Plans1.58%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tweet Management Services, Inc. is an independent, individually owned registered investment adviser that works primarily with individuals and families. The firm provides financial planning and portfolio management services for individuals and small businesses, charging clients based on a percentage of assets under management and through hourly fees. It is registered with the SEC (registered in 2026). The practice does not position itself as a capital allocator and does not identify as an active ESG investor.
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 Equities48%
- Public Funds/Mutual Funds48%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- Sovereign Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
La Mesa, CA
San Diego
Location
La Mesa, CA
Headquartered in La Mesa, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 5480 Baltimore Dr
- Time zone
- PT (UTC-8)
- Office locations
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