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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-16-2024
- Office Locations
- 1
Office Locations
About Tumolo Wealth Management LLC
Tumolo Financial (Tumolo Wealth Management, a Connecticut-registered RIA) provides planning-based retirement and wealth management for Connecticut and Rhode Island families, with a tax-aware focus. Services include retirement income planning, Social Security optimization, Medicare/healthcare and long-term care planning, and coordination around estate planning. Portfolios are implemented primarily with ETFs. The firm is led by a father–son team and has ongoing visibility via its radio/podcast and TV program, “The Money Report.”
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Owner & Executives
KENNETH DANIEL TUMOLO
Chief Compliance Officer, Founder, MANAGING PRINCIPAL
- CRD
- #6219688
- Ownership
- 75% or more
Nicholas Daniel Tumolo
Investment Advisor Representative
- CRD
- #7371129
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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MARK LEHMAN BOBRUFF
--
- CRD
- #4365757
BRITTNI REHG OXENDINE
--
- CRD
- #6644634
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $134,000,000 | $209,703 |
| Non-Discretionary | $0 | -- |
| Total | $134,000,000 | $209,703 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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