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TIAA Wealth Investment Management LLC

● SEC registered since 2025CRD 334925SEC# 801-132296New York, NY
Export (members)
Reg. AUM
Employees
5
Accounts
Location
New York, NY

TIAA Wealth Investment Management LLC assets under management

TIAA Wealth Investment Management LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2025. It employs 5 people.

TIAA Wealth Investment Management LLC owners & executives

7 reported
NameTitleOwnershipSince
Christopher Patrick Oneill ControlElected ManagerUnder 5%2026
James J Deats ControlElected ManagerUnder 5%2025
Jeremy Ross Intihar ControlChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How many employees does TIAA Wealth Investment Management LLC have?

TIAA Wealth Investment Management LLC reports 5 employees.

Where is TIAA Wealth Investment Management LLC located?

TIAA Wealth Investment Management LLC is based in New York, NY and has been SEC-registered since 2025.

Does TIAA Wealth Investment Management LLC disclose fund performance?

TIAA Wealth Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address730 Third Ave, New York, NY 10017-3206
Phone212-490-9000
Fax800-914-8922
Office hours8:15-5
SEC regionNew York Regional Office (NYRO)
CIK2124867
Discloses disciplinary historyYes

How this firm compares

EmployeesTop 62%
More than 38% of 16,825 advisers