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| Happy Holidays!! thanks for using AUM13F!! |
| TM Wealth Management LLC
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| CRD # | 287965 |
| SEC # | 801-123581 |
| CIK # | |
| AUM | $162.8 M (2025-05-14) |
| Employees | 5 (40% Investors, 20% Brokers) |
| Phone | 703-537-8351 |
| Address | 11702 Bowman Green Drive Reston, VA 20190 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 13.9 |
| (b) Individuals (high net worth individuals) | 54 | 143.7 |
| (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 | 6 | 5.2 |
| (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 | 424 | 162.8 |
| By Discretionary | ||
| Discretionary | 418 | 157.6 |
| Non-Discretionary | 6 | 5.2 |
| Total | 424 | 162.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 162.8 | |
| Total | 424 | 162.8 |
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|---|---|---|
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Reflection Asset Management LLC
✚
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0.2 | |
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Incompass Financial Partners LLC
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GA | 0.2 |
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Conceptual Financial Advisors LLC
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TT Capital Management LLC
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0.2 | |
|
Weber Hartmann Vrijhof & Partners Ltd
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0.2 | |
|
Gasaway Investment Advisors Inc
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MI | 0.2 |
|
JMS Capital Group Wealth Services LLC
✚
|
PA | 0.2 |
|
Brown Capital Management LLC
✚
|
AR | 0.2 |
|
Livelsberger Lynn Louis
✚
|
OH | 0.2 |
|
Pittsburgh Financial Planners Inc
✚
|
PA | 0.2 |