Tomoro
Firm details
- Headquarters
- Colts Neck, New Jersey
- CRD number
- 340227
- Registered since
- June 4, 2026
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Tomoro LLC is a newly formed investment adviser organized as a limited liability company and listed as SEC-registered in 2026. The firm identifies as a capital allocator and provides fee-based advisory services under several billing models (percentage of AUM, hourly, and fixed fees). Ownership is noted as a mix of a domestic entity and an individual. Services described include financial planning and portfolio management for individuals, small businesses, and institutional/business clients, plus the selection of outside advisers. Tomoro does not list ESG investing as active in its practice, is not designated as a multi-state adviser, and does not act as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Todd Levine
Founder & CEOCRD 4308956

Joshua Jones
Chief Compliance OfficerCRD 7729171
Contacts
3 of 4
David Mozeika
Founder & PartnerCRD 4441724

Jeremy Suarez
Managing PartnerCRD 5009667

Michael Karlin
Sr. Financial AdvisorCRD 6457286
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Colts Neck, NJ
Monmouth
Location
Colts Neck, NJ
Headquartered in Colts Neck, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Monmouth
- Address
- 293 Nj 34
- Time zone
- ET (UTC-5)
- Office locations
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