T.M. WEALTH MANAGEMENT, LLC
Legal name: T.M. WEALTH MANAGEMENT
CRD #287965 SEC #801-123581 RESTON, VA (703) 537-8351
SEC Registered
Total AUM
$162.8M
Discretionary
$157.6M
Employees
5
Clients
51
Accounts
424
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $162.8M | $157.6M | $5.2M | 5 | 0 |
| Mar 2025 | $162.8M | $157.6M | $5.2M | 5 | 0 |
| Mar 2024 | $127M | $121.9M | $5.1M | 1 | 0 |
| Mar 2023 | $110M | $107.5M | $2.5M | 2 | 0 |
| Apr 2022 | $117.7M | $117.7M | $0 | 2 | 6 |
| Mar 2022 | $117.7M | $117.7M | $0 | 2 | 6 |
DateMay 2025
Total AUM$162.8M
Discretionary$157.6M
Non-Disc.$5.2M
Employees5
Clients0
DateMar 2025
Total AUM$162.8M
Discretionary$157.6M
Non-Disc.$5.2M
Employees5
Clients0
DateMar 2024
Total AUM$127M
Discretionary$121.9M
Non-Disc.$5.1M
Employees1
Clients0
DateMar 2023
Total AUM$110M
Discretionary$107.5M
Non-Disc.$2.5M
Employees2
Clients0
DateApr 2022
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees2
Clients6
DateMar 2022
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees2
Clients6