RIA Intel›Advisers›California›STEVEN TOOMEY ENTERPRISES, LLC

STEVEN TOOMEY ENTERPRISES, LLC

Advisory

CA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in CA

#5,337

of 5,480 advisers by AUM

Average account

$68K

across 8 accounts

AUM per adviser

$541K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$541K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$541K

Discretionary AUM$541K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients3

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

3 clients

The full client-type breakdown and the share of AUM each category represents.

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