Tolsma Investments, LLC
● SEC registered since 2020CRD 287941SEC# 801-119037
Reg. AUM
$552.7M
Employees
1
Accounts
1,186
Location
—
About Tolsma Investments
Tolsma Investments provides fee-only fiduciary advice and financial planning. Its approach emphasizes transparency, simplicity, no product sales, and helping clients connect money decisions with a richer life.
Summary based on the firm’s website.
Tolsma Investments, LLC assets under management
Tolsma Investments, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2020. It reports $552.7 million in regulatory assets under management and employs 1 people.
Tolsma Investments, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Tiede Tolsma Control | Founder/Managing Director/Chief Compliance Officer/Managing Member | Over 75% | 2017 |
Frequently asked questions
How much does Tolsma Investments, LLC manage?
Tolsma Investments, LLC reports $552.7 million in regulatory assets under management on its Form ADV.
How many employees does Tolsma Investments, LLC have?
Tolsma Investments, LLC reports 1 employees.
Does Tolsma Investments, LLC disclose fund performance?
Tolsma Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (425) 458-3999 |
| Fax | N/A |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$552.7M▲ 35%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,389 advisers
EmployeesTop 94%
More than 6% of 16,799 advisers
Assets under management
$552.7Mregulatory AUM
Discretionary $26.9MNon-discretionary $525.9M