TUMOLO WEALTH MANAGEMENT LLC

TUMOLO WEALTH MANAGEMENT LLC of EAST LYME, CT is an SEC-registered investment adviser (CRD 330567). Regulatory assets under management: $134.0M.

Registration

• CRD: 330567
• SEC file number: 801-135413
• Type: Registered investment adviser
• Location: 339 FLANDERS ROAD, SUITE 102, EAST LYME, CT, 06333
• Phone: (860) 650-3005
• Latest filing: 2026-07-20
• Regulatory AUM: $134.0M
• Discretionary AUM: $134.0M
• Clients: 7
• Accounts: 639

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 330567 on SEC IAPD (source of record)
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