Tolsma Investments, LLC
Tolsma Investments, LLC is an SEC-registered wealth manager with $552.7M assets under management (AUM, regulatory AUM), +35% over one year. See who owns Tolsma Investments, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287941, SEC 801-119037, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $552.7M (2026-04-02)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 215
- CRD
- 287941
- Ownership
- TOLSMA, JEFFREY, TIEDE
How much AUM does Tolsma Investments, LLC have?
Tolsma Investments, LLC reported $552.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Tolsma Investments, LLC?
Disclosed owners and executives of Tolsma Investments, LLC include TOLSMA, JEFFREY, TIEDE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.