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T.m. Wealth Management, LLC

● SEC registered since 2022CRD 287965SEC# 801-123581Reston, VA
Export (members)
Reg. AUM
$162.8M
Employees
5
Accounts
424
Location
Reston, VA

T.m. Wealth Management, LLC assets under management

T.m. Wealth Management, LLC is an investment advisory firm registered with the SEC based in Reston, VA. The firm has been registered since 2022. It reports $162.8 million in regulatory assets under management and employs 5 people.
www.linkedin.com/in/thomassenecaView on SEC.gov ↗

T.m. Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Thomas Ryan Seneca ControlManaging Member And Chief Compliance OfficerOver 75%2017

Frequently asked questions

How much does T.m. Wealth Management, LLC manage?

T.m. Wealth Management, LLC reports $162.8 million in regulatory assets under management on its Form ADV.

How many employees does T.m. Wealth Management, LLC have?

T.m. Wealth Management, LLC reports 5 employees.

Where is T.m. Wealth Management, LLC located?

T.m. Wealth Management, LLC is based in Reston, VA and has been SEC-registered since 2022.

Does T.m. Wealth Management, LLC disclose fund performance?

T.m. Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11702 Bowman Green Drive, Suite 300, Reston, VA 20190
Phone(703) 537-8351
Fax(703) 537-8352
Office hours9:00a.m. - 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$157.6M
Non-discretionary$5.2M
Total (RAUM)$162.8M