Tableaux Wealth
Tableaux Wealth is an SEC-registered wealth manager with $229.7M assets under management (AUM, regulatory AUM), +49% over one year. See who owns Tableaux Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 319355, SEC 801-131336, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $229.7M (2026-03-25)
- Firm type
- Wealth Manager
- Employees
- 6
- Clients
- 209
- CRD
- 319355
- Ownership
- Delorme, Luke, Farrell; CHESTER, MATTHEW, SAMUEL
How much AUM does Tableaux Wealth have?
Tableaux Wealth reported $229.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Tableaux Wealth?
Disclosed owners and executives of Tableaux Wealth include Delorme, Luke, Farrell, CHESTER, MATTHEW, SAMUEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.