$9.4M Total AUM
$9.4M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-31-2019
- Office Locations
- 1
Office Locations
-- Plano TX
About Tbms Wealth LLC
TBMS Wealth LLC is a Plano, TX fee-only RIA led by CFP Todd Pniewski, providing personalized financial planning and retirement guidance for individual investors. Drawing on decades of experience across institutional managers and trust/insurance firms, the practice builds portfolios using ETFs and mutual funds and custodies primarily at Schwab and Fidelity.
Team overview
-- AVG AGE
$9.4M AVG AUM / ADVISOR
$720.5K AVG AUM / CLIENT
7.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
T
TODD CHARLES PNIEWSKI
Advisor, Chief Compliance Officer, Founder, President
- CRD
- #2932921
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,366,617 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,366,617 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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