RIA Intel›Advisers›Virginia›T.M. WEALTH MANAGEMENT, LLC

T.M. WEALTH MANAGEMENT, LLC

Advisory

N·RESTON, VA

Data as of Mar 5, 2026 · Source: SEC Form ADV

Total AUM

$210M

1-Year AUM Growth

+28.2%

3-Year CAGR

+11.4%

Employees

3

Assets Under Management

Total AUM$210M

Discretionary AUM$207M

Non-Discretionary AUM$3M

Discretionary %98.6%

Total Clients105

Team

Total Employees3

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record5

First FilingMar 1, 2022

Latest FilingMar 5, 2026

🔒 Full AUM trend chart and 5 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on T.M. WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.