SEC Form ADV

T.M. WEALTH MANAGEMENT

Firm profile: T.M. Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserVA
$209.8M
Assets Under Management
475
Total Clients
6
Employees
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Registration Details

Accession
CRD-287965
Location
RESTON, VA
Filing Date
March 5, 2026
AUM
$209.8M
Total Clients
475
Employees
6
Amendment
No

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

T.M. WEALTH MANAGEMENT is a registered investment adviser headquartered in RESTON, VA, managing approximately $209.8M in assets across 475 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.