$552.7M Total AUM
$26.9M Disc. AUM
20.2% 3Y CAGR
1 Employees
232 ADV. Clients
9 yrs Firm Age
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- Custodian
- Fidelity/NFS · Interactive Brokers · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-06-2017
- Office Locations
- 1
Office Locations
-- Bellevue WA
About Tolsma Investments, LLC
Tolsma Investments is a Bellevue, WA–based independent, fiduciary RIA led by founder Jeff Tolsma. The firm provides financial planning and portfolio/asset management for individuals, including entrepreneurs and athletes, with an emphasis on asset allocation using ETFs and mutual funds, plus tax and estate planning coordination. Client accounts are custodied at Fidelity/NFS.
Team overview
38 AVG AGE
$552.7M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
9.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Services
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Technology
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Owner & Executives
JEFFREY TIEDE TOLSMA
Advisor, Chief Compliance Officer, FOUNDER, MANAGING DIRECTOR, Managing Member
- CRD
- #5912252
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,868,904 | $227,703 |
| Non-Discretionary | $525,857,861 | $492,376 |
| Total | $552,726,765 | $466,043 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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