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| Keyboard |
| Toberman Becker Wealth LLC
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|---|---|
| CRD # | 310346 |
| SEC # | 801-131395 |
| CIK # | |
| AUM | 170.8 M (2026-05-22) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 314-900-1404 |
| Address | 1741 S Big Bend Blvd St Louis, MO 63117 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 18.8 |
| (b) Individuals (high net worth individuals) | 65 | 152.0 |
| (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 | 0.0 |
| (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 | 473 | 170.8 |
| By Discretionary | ||
| Discretionary | 473 | 170.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 473 | 170.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 170.8 | |
| Total | 473 | 170.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Intentional Wealth Strategies
✚
|
CO | 171.3 M |
|
Entruity Wealth LLC
✚
|
CA | 171.3 M |
|
PEB Capital Management LLC
✚
|
OH | 171.0 M |
|
Yandell Investments LLC
✚
|
FL | 171.0 M |
|
Cohesion Wealth Management LLC
✚
|
CO | 171.0 M |
|
Payne Capital LLC
✚
|
170.9 M | |
|
Proactive Capital Management Inc
✚
|
KS | 170.7 M |
|
Pacesetter Financial Group LLC
✚
|
IL | 170.5 M |
|
Cirrus Capital LLC
✚
|
MI | 170.4 M |
|
Redwood Park Advisors LLC
✚
|
CA | 170.3 M |