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CS TOMASI WEALTH MANAGEMENT
CRD 287561
949 SOUTH COAST DRIVE, SUITE 500, COSTA MESA, CA, 92626, United States
Phone
(562) 494-4668
Fax
(714) 852-3242
Registration
— (—)
Source
State registered
Total AUM
$103.2M
Discretionary AUM
$103.2M
Team
6 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $27.6M |
| High net worth individuals | 28 | $75.5M |
All web addresses on file
Official SEC filing: View on IAPD