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Tumolo Wealth Management LLC

● SEC registered since 2026CRD 330567SEC# 801-135413East Lyme, CT
Export (members)
Reg. AUM
$134M
Employees
7
Accounts
639
Location
East Lyme, CT

Tumolo Wealth Management LLC assets under management

Tumolo Wealth Management LLC is a registered investment adviser overseen by the SEC based in East Lyme, CT. The firm has been registered since 2026. It reports $134 million in regulatory assets under management and employs 7 people.
tumolofinancial.comView on SEC.gov ↗

Tumolo Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Kenneth Daniel Tumolo ControlManaging Principal / CcoOver 75%2024
Nicholas Daniel Tumolo ControlInvestment Advisor Representative10-25%2024

Frequently asked questions

How much does Tumolo Wealth Management LLC manage?

Tumolo Wealth Management LLC reports $134 million in regulatory assets under management on its Form ADV.

How many employees does Tumolo Wealth Management LLC have?

Tumolo Wealth Management LLC reports 7 employees.

Where is Tumolo Wealth Management LLC located?

Tumolo Wealth Management LLC is based in East Lyme, CT and has been SEC-registered since 2026.

Does Tumolo Wealth Management LLC disclose fund performance?

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

Contact & registration

Address339 Flanders Road, Suite 102, East Lyme, CT 06333
Phone(860) 650-3005
Fax(860) 451-8105
Office hoursBy Appointment
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$134M
Non-discretionary$0
Total (RAUM)$134M