# CS TOMASI WEALTH MANAGEMENT

CS TOMASI WEALTH MANAGEMENT of COSTA MESA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 287561
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287561/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287561/similar
- Related entities: https://search.stillhousedata.com/firm/287561/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287561

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.