RIA Intel›Advisers›California›TM WEALTH MANAGEMENT, LLC

TM WEALTH MANAGEMENT, LLC

Advisory

CA

Data as of Jun 25, 2026 · Source: SEC Form ADV

Rank in CA
#5,387
of 5,480 advisers by AUM
Average account
$41K
across 6 accounts
AUM per adviser
$244K
1 adviser

Source: SEC Form ADV. Figures as filed Jun 25, 2026.

Total AUM
$244K
Discretionary %
100%
Clients
6
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$244K
Discretionary AUM$244K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

COMMERICAL CAPITAL BANK, FSB
IRVINE, CA
$241K
-99.4% 1Y
MOST CAPITAL LLC
WOODLAND HILLS, CA
$250K
DEL MONTE CAPITAL, INC.
MONTEREY, CA
$250K
MOSTT INC.
SHERMAN OAKS, CA
$254K
MECHANICAL FINANCIAL, LLC
$234K
CCFG ADVISORS, LLC
LOS ANGELES, CA
$228K

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