Toberman Becker Wealth, LLC
● SEC registered since 2024CRD 310346SEC# 801-131395St. Louis, MO
Reg. AUM
$170.8M
Employees
3
Accounts
473
Location
St. Louis, MO
Toberman Becker Wealth, LLC assets under management
Toberman Becker Wealth, LLC operates as an SEC-registered investment adviser based in St. Louis, MO. The firm has been registered since 2024. It reports $170.8 million in regulatory assets under management and employs 3 people.
Toberman Becker Wealth, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Allen Toberman Control | Partner, Cco, Member | 25-50% | 2020 |
| Michael Orion Becker Control | Partner, Member | 25-50% | 2024 |
| Tom Wayne Siegel | Member | 10-25% | 2021 |
Frequently asked questions
How much does Toberman Becker Wealth, LLC manage?
Toberman Becker Wealth, LLC reports $170.8 million in regulatory assets under management on its Form ADV.
How many employees does Toberman Becker Wealth, LLC have?
Toberman Becker Wealth, LLC reports 3 employees.
Where is Toberman Becker Wealth, LLC located?
Toberman Becker Wealth, LLC is based in St. Louis, MO and has been SEC-registered since 2024.
Does Toberman Becker Wealth, LLC disclose fund performance?
Toberman Becker Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1741 S Big Bend Blvd, St. Louis, MO 63117 |
| Phone | (314) 900-1404 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$170.8M▲ 48%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$170.8Mregulatory AUM
Discretionary $170.8M