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CS TOMASI WEALTH MANAGEMENT

Advisory

COSTA MESA, CA

Data as of Aug 13, 2026 · Source: SEC Form ADV

Rank in CA
#2,692
of 5,480 advisers by AUM
Average account
$1M
across 86 accounts
AUM per adviser
$18M
6 advisers

Source: SEC Form ADV. Figures as filed Aug 13, 2026.

Total AUM
$110M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
6
Assets Under Management
Total AUM$110M
Discretionary AUM$110M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients84
Team
Total Employees6
Investment Advisers6
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

POPLAR POINT CAPITAL MANAGEMENT LLC
BURLINGAME, CA
$110M
LOCKERMAN FINANCIAL GROUP, INC
NEWPORT BEACH, CA
$110M
+8.7% 1Y
CONNECTIVE CAPITAL MANAGEMENT, LLC
PALO ALTO, CA
$110M
+14.6% 1Y
WERLEMANN SECURITIES LLC
NEWPORT BEACH, CA
$110M
+1.7% 1Y
HUNT WEALTH MANAGEMENT GROUP, INC.
CONCORD, CA
$110M
THE TUSCAN GROUP, L.P.
SAN FRANCISCO, CA
$110M
-20.9% 1Y

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