Overview
Assets Under Management: $171 million
Headquarters: ST. LOUIS, MO
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Frequently Asked Questions
TOBERMAN BECKER WEALTH, LLC 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 #310346), TOBERMAN BECKER WEALTH, LLC is subject to fiduciary duty under federal law.
TOBERMAN BECKER WEALTH, LLC is headquartered in ST. LOUIS, MO.
TOBERMAN BECKER WEALTH, LLC serves 65 high-net-worth clients according to their SEC filing dated February 16, 2026. View client details ↓
According to their SEC Form ADV, TOBERMAN BECKER WEALTH, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
TOBERMAN BECKER WEALTH, LLC manages $171 million in client assets according to their SEC filing dated February 16, 2026.
According to their SEC Form ADV, TOBERMAN BECKER WEALTH, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.98
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 473
Discretionary Accounts: 473
Regulatory Filings
CRD Number: 310346
Filing ID: 2048384
Last Filing Date: 2026-02-16 17:13:41