T.m. Wealth Management, LLC
● SEC registered since 2022CRD 287965SEC# 801-123581Reston, VA
Reg. AUM
$209.8M
Employees
6
Accounts
475
Location
Reston, VA
T.m. Wealth Management, LLC assets under management
T.m. Wealth Management, LLC is an investment advisory firm registered with the SEC based in Reston, VA. The firm has been registered since 2022. It reports $209.8 million in regulatory assets under management and employs 6 people.
T.m. Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Thomas Ryan Seneca Control | Managing Member And Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does T.m. Wealth Management, LLC manage?
T.m. Wealth Management, LLC reports $209.8 million in regulatory assets under management on its Form ADV.
How many employees does T.m. Wealth Management, LLC have?
T.m. Wealth Management, LLC reports 6 employees.
Where is T.m. Wealth Management, LLC located?
T.m. Wealth Management, LLC is based in Reston, VA and has been SEC-registered since 2022.
Does T.m. Wealth Management, LLC disclose fund performance?
T.m. Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11702 Bowman Green Drive, Suite 300, Reston, VA 20190 |
| Phone | (703) 537-8351 |
| Fax | (703) 537-8352 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$209.8M▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$209.8Mregulatory AUM
Discretionary $206.9MNon-discretionary $2.9M