Skip to main content

TOLSMA INVESTMENTS, LLC

SEC Form ADV profile.

Total regulatory AUM
$552,726,765
Discretionary
$26,868,904
Non-discretionary
$525,857,861

Firm details

CRD number
287941
SEC file number
801-119037
Employees
1
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.