$209.8M Total AUM
$206.9M Disc. AUM
24.8% 3Y CAGR
6 Employees
99 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-05-2017
- Office Locations
- 1
Office Locations
11702 Bowman Green Drive Suite 300 Reston VA
About T.m. Wealth Management
T.m. Wealth Management is a Reston-based RIA. The firm has been operating for 8 years. Managing $209.8M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
42 AVG AGE
$69.9M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
5 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
THOMAS RYAN SENECA
Chief Compliance Officer, Managing Member
- CRD
- #4244270
- Ownership
- 75% or more
Available
Available
Available
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SAMANTHA RAE GRIECO
Associate Wealth Advisor
- CRD
- #6373015
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $206,936,971 | $438,426 |
| Non-Discretionary | $2,866,759 | $955,586 |
| Total | $209,803,730 | $441,692 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
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Available Cash:
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Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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