Tumolo Wealth Management LLC
Tumolo Wealth Management LLC is an SEC-registered mass-market adviser in East Lyme, CT with $134.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Tumolo Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 330567, SEC 801-135413, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $134.0M (2026-03-12)
- Firm type
- Mass-Market Adviser
- Location
- East Lyme, CT
- Employees
- 7
- Clients
- 449
- CRD
- 330567
- Ownership
- TUMOLO, KENNETH, DANIEL; Tumolo, Nicholas, Daniel
How much AUM does Tumolo Wealth Management LLC have?
Tumolo Wealth Management LLC reported $134.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Tumolo Wealth Management LLC?
Disclosed owners and executives of Tumolo Wealth Management LLC include TUMOLO, KENNETH, DANIEL, Tumolo, Nicholas, Daniel. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.