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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-30-1990
- Office Locations
- 8
Office Locations
About TCI Wealth Advisors, Inc.
TCI Wealth Advisors is an independent, fee-only RIA providing wealth management and highly customized, long-term financial planning for a diverse client base. For over 30 years, its multi-generational team has delivered retirement planning, investment management/strategy, tax, estate and insurance planning, cash-flow and life strategy services, plus ongoing financial education. The firm emphasizes client-specific asset allocation and risk management using vehicles such as ETFs and mutual funds, and works with custodians including Schwab.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GUY WESLEY HOLMAN
Wealth Advisor
- CRD
- #4601026
- Ownership
- 5% but less than 10%
KENNETH GERHARD RIEBE
Financial Advisor
- CRD
- #1770775
- Ownership
- 5% but less than 10%
Showing 2 of 6 owners & executives
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MICHAEL ABESHAUS MD
Advisor, Shareholder
- CRD
- #5572046
Addison Jacob Adelberg
Wealth Advisor
- CRD
- #7441531
Showing 2 of 47 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,345,599,019 | $450,877 |
| Non-Discretionary | $22,463,500 | $3,209,071 |
| Total | $5,368,062,519 | $452,505 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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