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TIAA WEALTH INVESTMENT MANAGEMENT LLC

NEW YORK, NY · CRD 334925 · IAPD ↗ · 212-490-9000

$0Regulatory AUM
1Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
51States
5Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

85
April 2025 — TIAA WEALTH INVESTMENT MANAGEMENT LLC (NEW YORK, NY) is newly SEC-registered with $0 RAUM and 1 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.