T.M. WEALTH MANAGEMENT

11702 Bowman Green Drive
Suite 300
Reston, Virginia 20190
Tel: (703) 537-8351

About T.M. WEALTH MANAGEMENT

TM WEALTH MANAGEMENT, formally registered with the SEC as TM WEALTH MANAGEMENT. The firm was established in 03/31/2022. They have over 1 offices throughout the country.

T.M. WEALTH MANAGEMENT is a Reston, Virginia based Financial Planning firm with nearly $127,010,589 assets under management, offering retirement planning & investment advisory services to 367 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287965
SEC#	801-123581
Assets Managed by Firm	$127,010,589
No. of Clients	367
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	367	$127,010,589
Individuals (other than high net worth individuals)	33	$6,778,080
High net worth individuals	52	$115,144,196
Pension and profit sharing plans	4	$5,088,313

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