Overview
Assets Under Management: $781 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 171
Average Client Assets: $3.8 million
Frequently Asked Questions
TMD WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309514), TMD WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
TMD WEALTH MANAGEMENT is headquartered in SCOTTSDALE, AZ.
TMD WEALTH MANAGEMENT serves 171 high-net-worth clients according to their SEC filing dated June 11, 2024. View client details ↓
According to their SEC Form ADV, TMD WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
TMD WEALTH MANAGEMENT manages $781 million in client assets according to their SEC filing dated June 11, 2024.
According to their SEC Form ADV, TMD WEALTH MANAGEMENT serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 171
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.77%
Average Client Assets: $3.8 million
Total Client Accounts: 1,674
Discretionary Accounts: 1,667
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 309514
Filing ID: 1882500
Last Filing Date: 2024-06-11 10:27:00