RIA Intel›Advisers›New York›TOMKIEWICZ WEALTH MANAGEMENT, LLC

TOMKIEWICZ WEALTH MANAGEMENT, LLC

Advisory

Data as of Apr 15, 2026 · Source: SEC Form ADV

Rank in NY

#5,596

of 5,722 advisers by AUM

Average account

$151K

across 7 accounts

AUM per adviser

$1M

1 adviser

Source: SEC Form ADV. Figures as filed Apr 15, 2026.

Total AUM

$1M

Discretionary %

100%

Clients

—

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$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, NY

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.

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

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

See plansIncluded with the Intelligence plan

Advisers of similar size in NY

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

STARSHIP SECURITIES LLC

NEW YORK, NY

$1M

+4.4% 1Y

ROSENBLATT GLOBAL ADVISORS LLC

NEW YORK, NY

$1M

DLJ CAPITAL MANAGEMENT CORP

NEW YORK, NY

$1M

WANGCHUK CAPITAL, LLC

$1M

KN ASSET MANAGEMENT, INC.

NEW YORK, NY

$1M

-26.7% 1Y

PEGASUS ASSOCIATES, LLC

MONTEBELLO, NY

$1M

-17.5% 1Y

Get the full picture on TOMKIEWICZ WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track TOMKIEWICZ WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans