Overview
- Headquarters
- Reston, VA
- Total Firm Assets
- $210 million
- Average High-Net-Worth Client Portfolio Size
- $2.9 million
Fee Disclosure
Source: ADV PART 2A-T.M. WEALTH MANAGEMENT, LLC (2025-05-14)
· View brochure text
Latest filing: ADV PART 2A-T.M. WEALTH MANAGEMENT, LLC (2026-03-05)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.50% |
| $500,001 | $1,000,000 | 1.25% |
| $1,000,001 | $5,000,000 | 1.00% |
| $5,000,001 | $10,000,000 | 0.75% |
| $10,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $13,750 | 1.38% |
| $5 million | $53,750 | 1.08% |
| $10 million | $91,250 | 0.91% |
| $50 million | $291,250 | 0.58% |
| $100 million | $541,250 | 0.54% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 92.58%
- Number of High-Net-Worth Clients
- 66
- Total Client Accounts
- 475
- Discretionary Accounts
- 472
- Non-Discretionary Accounts
- 3
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 287965
- ADV PART 2A-T.M. WEALTH MANAGEMENT, LLC (2026-03-05) · View brochure text
- ADV PART 2A-T.M. WEALTH MANAGEMENT, LLC (2025-05-14) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗