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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-15-2020
- Office Locations
- 1
Office Locations
About TM Wealth Management, LLC
T.M. Wealth Management is an independent, boutique fiduciary providing wealth management and financial planning for individuals and families in Northern Virginia and beyond. Its repeatable Financial Road Map process benchmarks clients’ current reality, clarifies goals, and guides informed decisions. The firm emphasizes institutional-quality advice and has been recognized locally (e.g., D.C. Magazine Power Players).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Tri Minh Mai
Chief Compliance Officer, Director Of Operations, Managing Member
- CRD
- #7296465
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $244,253 | -- |
| Non-Discretionary | $0 | -- |
| Total | $244,253 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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