Tomkiewicz Wealth Management
RIAState Registered
Total AUM
$1.1M
Discretionary
$1.1M
100% of AUM
Avg account
$151K
Accounts
7
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 336571
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.37%
- Individuals29.63%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tomkiewicz Wealth Management is an individually owned limited liability company that provides financial planning and portfolio management services for individuals and small businesses. The firm charges fees based on a percentage of assets under management and does not identify itself as an active ESG investor. It is not listed as a multi-state adviser or pension consultant, and its business activities on the filing focus on financial planning and discretionary portfolio management rather than capital allocation or institutional consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Wonderland Financial Planning
RIAAUM $1.1MTEAM 1REPS 1
Progress Alliance Investment Services
RIAAUM $1.1MTEAM 1REPS 2
BMR Global Wealth Management Group, Inc.
RIAMelbourne, FL
AUM $1.1MTEAM 1REPS 1
Stardust Capital
RIAAUM $1.1MTEAM 1REPS 1
Pleasanton Wealth
RIAAUM $1.1MTEAM 1REPS 1
In the Money Retirement Planning Limited Liability Company
RIAWaterford, CT
AUM $1.1MTEAM 1REPS 1