CS TOMASI WEALTH MANAGEMENT
SEC Form ADV profile.
Total regulatory AUM
$110,265,442
Discretionary
$110,265,442
Non-discretionary
$0
Firm details
- CRD number
- 287561
- SEC file number
- 801-137293
- Main office
- COSTA MESA, CA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.