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T.M. WEALTH MANAGEMENT
T.M. WEALTH MANAGEMENT, LLC
CRD 287965 · SEC 801-123581
11702 BOWMAN GREEN DRIVE, SUITE 300, RESTON, VA, 20190, United States
Phone
(703) 537-8351
Fax
(703) 537-8352
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$209.8M
Discretionary AUM
$206.9M
Team
6 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $12.7M |
| High net worth individuals | 66 | $194.2M |
States served
UT, VA, TX
All web addresses on file
Official SEC filing: View on IAPD