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CS TOMASI WEALTH MANAGEMENT

COSTA MESA, CA · CRD 287561 · IAPD ↗ · (562) 494-4668

$110.3MRegulatory AUM
6Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
October 2026 — CS TOMASI WEALTH MANAGEMENT (COSTA MESA, CA) is newly SEC-registered with $110.3M RAUM and 6 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.