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T.M. WEALTH MANAGEMENT

RESTON, VA · CRD 287965 · IAPD ↗ · (703) 537-8351

$209.8MRegulatory AUM
3Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — T.M. WEALTH MANAGEMENT reported RAUM up 29% ($162.8M -> $209.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — T.M. WEALTH MANAGEMENT now reports custody of client assets ($38.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
April 2025 — T.M. WEALTH MANAGEMENT reported RAUM up 28% ($127.0M -> $162.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2024 — T.M. WEALTH MANAGEMENT notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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