Tumolo Wealth Management LLC
● SEC registered since 2026CRD 330567SEC# 801-135413East Lyme, CT
Reg. AUM
$134M
Employees
7
Accounts
639
Location
East Lyme, CT
Tumolo Wealth Management LLC assets under management
Tumolo Wealth Management LLC is a registered investment adviser overseen by the SEC based in East Lyme, CT. The firm has been registered since 2026. It reports $134 million in regulatory assets under management and employs 7 people.
Tumolo Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kenneth Daniel Tumolo Control | Managing Principal / Cco | Over 75% | 2024 |
| Nicholas Daniel Tumolo Control | Investment Advisor Representative | 10-25% | 2024 |
Frequently asked questions
How much does Tumolo Wealth Management LLC manage?
Tumolo Wealth Management LLC reports $134 million in regulatory assets under management on its Form ADV.
How many employees does Tumolo Wealth Management LLC have?
Tumolo Wealth Management LLC reports 7 employees.
Where is Tumolo Wealth Management LLC located?
Tumolo Wealth Management LLC is based in East Lyme, CT and has been SEC-registered since 2026.
Does Tumolo Wealth Management LLC disclose fund performance?
Tumolo 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 | 339 Flanders Road, Suite 102, East Lyme, CT 06333 |
| Phone | (860) 650-3005 |
| Fax | (860) 451-8105 |
| Office hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$134MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$134Mregulatory AUM
Discretionary $134M