$103.2M Total AUM
$103.2M Disc. AUM
-- 3Y CAGR
6 Employees
86 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Timber meridian
- Established Date
- 04-07-2017
- Office Locations
- 1
Office Locations
949 South Coast Drive Suite 500 Costa Mesa CA
About CS Tomasi Wealth Management
CS Tomasi Wealth Management is a Costa Mesa-based RIA. The firm has been operating for 9 years. Managing $103.2M in total assets under management, with 6 advisory representatives. They custody assets with LPL Financial. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
60 AVG AGE
$17.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
3.4 yrs AVG TENURE
6 Employees
6 Advisory Reps
3 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Insight Catalyst atlas Legacy
Client Personas
Ridge
Custodian
Timber Optima legacy
Investment Themes
Atlas Oak foundation
Investment Vehicles
Foundation
Services
Atlas Horizon Delta Vector vital Radial Legacy Unison vertex
Technology
Eagle prime
Owner & Executives
C
CHRISTIANE SALAMEH TOMASI
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #2926168
- Ownership
- 75% or more
(452) 354-4507
zenith.meridian@oakcapital.com
in linkedin.com/in/matrix-capital
Showing 1 of 1 owners & executives
Unlock allContacts
B
Bryan Adam Reynoso
--
- CRD
- #7701372
(712) 428-7726
delta.catalyst@eaglecapital.com
in linkedin.com/in/timber-bridge
S
Seif Eldin M Selim
--
- CRD
- #7853543
(951) 976-2793
timber.unison@catalystcapital.com
in linkedin.com/in/north-delta
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $103,154,564 | -- |
| Non-Discretionary | $0 | -- |
| Total | $103,154,564 | -- |
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Separately Managed Accounts
Total SMA Asset: $103,154,564
Equity - Exchange:
26.5% Public Funds:
51.8% Municipal Bonds:
21.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,279,073,909 | 26.5% |
| Public Funds | $2,500,227,490 | 51.8% |
| Municipal Bonds | $1,047,392,597 | 21.7% |
| Total | $4,826,693,996 | 100.0% |