RIA Intelligence

TOBERMAN BECKER WEALTH, LLC

CRD #310346 SEC #801-131395 ST. LOUIS, MO (314) 783-9860
SEC Registered
Total AUM
$115.1M
Discretionary
$115.1M
Employees
2
Clients
51
Accounts
385

Firm Details

Organization Type
Limited Liability Company
State of Formation
Illinois
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 2, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Becker, Michael, OrionIPARTNER, MEMBERC Control
Becker, Michael, OrionIPARTNER, MEMBERC Control
Becker, Michael, OrionIPARTNER, MEMBERC Control
Becker, Michael, OrionIPARTNER, MEMBERC Control
Becker, Michael, OrionIPARTNER, MEMBERC Control
Becker, Michael, OrionIPARTNER, MEMBERC Control
TOBERMAN, CRAIG, ALLENIPARTNER, CCO, MEMBERC Control
TOBERMAN, CRAIG, ALLENIPARTNER, CCO, MEMBERC Control
TOBERMAN, CRAIG, ALLENIPARTNER, CCO, MEMBERC Control
TOBERMAN, CRAIG, ALLENIPARTNER, CCO, MEMBERC Control
TOBERMAN, CRAIG, ALLENIPARTNER, CCO, MEMBERC Control
TOBERMAN, CRAIG, ALLENIPARTNER, CCO, MEMBERC Control
Siegel, Tom, WayneIMEMBERB
Siegel, Tom, WayneIMEMBERB Control
Siegel, Tom, WayneIMEMBERB
Siegel, Tom, WayneIMEMBERB
Siegel, Tom, WayneIMEMBERB
Siegel, Tom, WayneIMEMBERB

Registrations

Federal

IA
Sep 2, 2025 REGISTERED

Notice Filings (4)

IL MO NH TX

Address

1741 S BIG BEND BLVD
ST. LOUIS, MO 63117
United States
Phone: (314) 783-9860