← Tributary

TCG WEALTH MANAGEMENT

NASHUA, NH · CRD 299174 · IAPD ↗ · 603-324-0171

$121.3MRegulatory AUM
3Advisory reps
3Employees
21Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — TCG WEALTH MANAGEMENT (NASHUA, NH) left the SEC roster (was $121.3M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
June 2025 — TCG WEALTH MANAGEMENT (NASHUA, NH) is newly SEC-registered with $121.3M RAUM and 3 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.