← Back to searchVisit website
TOLSMA INVESTMENTS, LLC
CRD 287941 · SEC 801-119037
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $3.8M |
| High net worth individuals | 120 | $548.9M |
States served
WA
All web addresses on file
Official SEC filing: View on IAPD