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| Keyboard |
| TM Wealth Management LLC
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|---|---|
| CRD # | 287965 |
| SEC # | 801-123581 |
| CIK # | |
| AUM | 209.8 M (2026-03-05) |
| Employees | 6 (50% Investors, 0% 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) | 33 | 12.7 |
| (b) Individuals (high net worth individuals) | 66 | 194.2 |
| (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 | 0 | 2.9 |
| (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 | 475 | 209.8 |
| By Discretionary | ||
| Discretionary | 472 | 206.9 |
| Non-Discretionary | 3 | 2.9 |
| Total | 475 | 209.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.7 | |
| United States Persons | 199.1 | |
| Total | 475 | 209.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Diamond Wealth Management LLC
✚
|
UT | 212.0 M |
|
Regatta Research & Money Management LLC
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|
Shaffer Capital Advisers LLC
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OH | 211.1 M |
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Sound Financial LLC
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210.8 M | |
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Fidelis Wealth Advisors LLC
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CO | 210.4 M |
|
IMG Wealth Management Inc
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FL | 209.7 M |
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Financial Investment Team Inc
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OR | 209.1 M |
|
Financial Life Planners LLC
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AZ | 208.4 M |
|
Longview Financial Advisors Inc
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AL | 208.2 M |
|
CapStar Financial Services LLC
✚
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TX | 207.8 M |