$29.0M Total AUM
$29.0M Disc. AUM
-- 3Y CAGR
2 Employees
55 ADV. Clients
21 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-18-2004
- Office Locations
- 1
Office Locations
66 South Miller Road Suite 202 Fairlawn OH
About TCM Wealth Advisors
TCM Wealth Advisors is an independent, fee-only RIA in Fairlawn, Ohio providing goal-based financial planning and discretionary portfolio management to support long-term financial independence and retirement planning. The firm emphasizes forward-looking risk management across bull and bear markets and uses a formal risk-tolerance assessment (Nitrogen/Riskalyze). Open-architecture, no proprietary products or commissions.
Team overview
-- AVG AGE
$29.0M AVG AUM / ADVISOR
$527.3K AVG AUM / CLIENT
21.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
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Investment Themes
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Services
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Technology
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Owner & Executives
JONATHAN DAVID TORRENS
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #1669796
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,000,000 | $148,728 |
| Non-Discretionary | $0 | $263,922 |
| Total | $29,000,000 | $152,400 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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