Tumolo Wealth Management LLC

Overview

Tumolo Wealth Management LLC is an independent, LLC-structured registered investment adviser that positions itself as a wealth manager for individual and family clients. The firm is organized under an individual owner and is registered with the SEC as of 2026. Its service model centers on asset-based fees (percentage of AUM) and combines financial planning, discretionary portfolio management for individuals and small businesses, selection of other advisers, and client education through seminars or workshops. The firm identifies as a capital allocator and maintains an industry affiliation with an insurance company. Tumolo does not describe itself as an active ESG investor, and it does not act as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives