← Tributary

TOBERMAN BECKER WEALTH, LLC

ST. LOUIS, MO · CRD 310346 · IAPD ↗ · (314) 900-1404

$170.8MRegulatory AUM
3Advisory reps
3Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
March 2026 — TOBERMAN BECKER WEALTH, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
March 2026 — TOBERMAN BECKER WEALTH, LLC reported RAUM up 48% ($115.1M -> $170.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
August 2025 — TOBERMAN BECKER WEALTH, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
December 2024 — TOBERMAN BECKER WEALTH, LLC (ST. LOUIS, MO) is newly SEC-registered with $101.6M RAUM and 2 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.