CS TOMASI WEALTH MANAGEMENT

CS TOMASI WEALTH MANAGEMENT of COSTA MESA, CA is an SEC-registered investment adviser (CRD 287561). Regulatory assets under management: $103.2M.

Registration

• CRD: 287561
• Type: Registered investment adviser
• Location: 949 SOUTH COAST DRIVE, COSTA MESA, CA, 92626
• Phone: (562) 494-4668
• Latest filing: 2026-02-24
• Regulatory AUM: $103.2M
• Discretionary AUM: $103.2M
• Clients: 6
• Accounts: 164

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287561 on SEC IAPD (source of record)
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