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TUMOLO WEALTH MANAGEMENT LLC
CRD 330567 · SEC 801-135413
339 FLANDERS ROAD, SUITE 102, EAST LYME, CT, 06333, United States
Phone
(860) 650-3005
Fax
(860) 451-8105
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$134.0M
Discretionary AUM
$134.0M
Team
7 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 418 | $94.7M |
| High net worth individuals | 31 | $39.3M |
States served
MA, CT, FL
All web addresses on file
Official SEC filing: View on IAPD