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TOLSMA INVESTMENTS, LLC

· CRD 287941 · IAPD ↗ · tolsmainvestments.com · (425) 458-3999

$552.7MRegulatory AUM
1Advisory reps
1Employees
17Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
May 2026 — TOLSMA INVESTMENTS, LLC crossed $500M in regulatory AUM ($410.9M -> $552.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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