RIA Intel›Advisers›Maryland›TUMA FINANCIAL, LLC

TUMA FINANCIAL, LLC

Advisory

MD

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in MD

#448

of 468 advisers by AUM

Average account

$2M

across 34 accounts

AUM per adviser

$51M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$51M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$51M

Discretionary AUM$51M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients34

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

Succession Risk

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

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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

34 clients

27 high-net-worth

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

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Advisers of similar size in MD

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

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$50M

CRISTATA WEALTH SOLUTIONS, LLC

$52M

ROCK CREEK WEALTH PLANNERS AND ADVISORS LLC

SILVER SPRING, MD

$50M

BLUE MARLIN HOLDCO LLC

$53M

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