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TWEET MANAGEMENT SERVICES, INC.

LA MESA, CA · CRD 156730 · IAPD ↗ · kyletweet.com · 619-867-4855

$120.5MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — TWEET MANAGEMENT SERVICES, INC. (LA MESA, CA) is newly SEC-registered with $120.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.