T.m. Wealth Management
T.m. Wealth Management is an SEC-registered wealth manager in Reston, VA with $209.8M assets under management (AUM, regulatory AUM), +29% over one year. See who owns T.m. Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287965, SEC 801-123581, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $209.8M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Reston, VA
- Employees
- 6
- Clients
- 99
- CRD
- 287965
- Ownership
- SENECA, THOMAS, RYAN
How much AUM does T.m. Wealth Management have?
T.m. Wealth Management reported $209.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns T.m. Wealth Management?
Disclosed owners and executives of T.m. Wealth Management include SENECA, THOMAS, RYAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.