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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SENECA, THOMAS, RYAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SENECA, THOMAS, RYAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SENECA, THOMAS, RYAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SENECA, THOMAS, RYAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SENECA, THOMAS, RYAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SENECA, THOMAS, RYAN | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 14, 2025 REGISTERED
Notice Filings (3)
TX UT VA
Address
11702 BOWMAN GREEN DRIVESUITE 300
RESTON, VA 20190
United States
Phone: (703) 537-8351