Tci Wealth Advisors, Inc.
● SEC registered since 1990CRD 107373SEC# 801-37083Tucson, AZ
Reg. AUM
$5.37B
Employees
72
Accounts
11,863
Location
Tucson, AZ
Tci Wealth Advisors, Inc. assets under management
Tci Wealth Advisors, Inc. is an investment advisory firm registered with the SEC based in Tucson, AZ. The firm has been registered since 1990. It reports $5.4 billion in regulatory assets under management and employs 72 people.
Tci Wealth Advisors, Inc. owners & executives
19 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Arturo Ramiro Tellez Control | Shareholder And Chief Practice Officer | Under 5% | 2023 |
| Ashley Meredith Swift Control | Shareholder And Chief Operations Officer | Under 5% | 2023 |
| Guy Wesley Holman Control | Shareholder | 5-10% | 2012 |
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Join to unlock · $37/moFrequently asked questions
How much does Tci Wealth Advisors, Inc. manage?
Tci Wealth Advisors, Inc. reports $5.4 billion in regulatory assets under management on its Form ADV.
How many employees does Tci Wealth Advisors, Inc. have?
Tci Wealth Advisors, Inc. reports 72 employees.
Where is Tci Wealth Advisors, Inc. located?
Tci Wealth Advisors, Inc. is based in Tucson, AZ and has been SEC-registered since 1990.
Does Tci Wealth Advisors, Inc. disclose fund performance?
Tci Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4011 East Sunrise Drive, Tucson, AZ 85718 |
| Phone | 520-733-1477 |
| Fax | 520-733-1488 |
| Office hours | 7:30a.m.-4:30p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1583751 |
| Discloses disciplinary history | No |
Regulatory AUM
$5.37B▲ 31%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$5.37Bregulatory AUM
Discretionary $5.35BNon-discretionary $22.5M