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TOLSMA INVESTMENTS, LLC

CRD 287941 · SEC 801-119037

Visit website

WA, United States

Phone

(425) 458-3999

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$552.7M

Discretionary AUM

$26.9M

Team

1 total employees; 1 advisory reps; 17 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals95$3.8M
High net worth individuals120$548.9M

States served

WA

All web addresses on file

Official SEC filing: View on IAPD