|
⚲
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| TM Wealth Management LLC
✚
| |
|---|---|
| CRD # | 287965 |
| SEC # | 801-123581 |
| CIK # | |
| AUM | $127.0 MM (2024-03-19) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 703-537-8351 |
| Address | 11702 Bowman Green Drive Reston, VA 20190 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 6.8 |
| (b) Individuals (high net worth individuals) | 52 | 115.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 5.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 367 | 127.0 |
| By Discretionary | ||
| Discretionary | 361 | 121.9 |
| Non-Discretionary | 6 | 5.1 |
| Total | 367 | 127.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.0 | |
| Total | 367 | 127.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Teton Wealth Group LLC
✚
|
UT | 0.1 |
|
Blue Water Capital Management LLC
✚
|
NC | 0.1 |
|
Meliora Capital LLC
✚
|
OK | 0.1 |
|
City Center Advisors LLC
✚
|
MI | 0.1 |
|
APS Management Group Inc
✚
|
CA | 0.1 |
|
The Wealth Advisory Team LLC
✚
|
KY | 0.1 |
|
Spectrum Advisors Inc
✚
|
TX | 0.1 |
|
Mosley Wealth Management Inc
✚
|
CA | 0.1 |
|
Mench Financial Inc
✚
|
OH | 0.1 |
|
Vincimus Capital LLC
✚
|
CA | 0.1 |