# TIAA WEALTH INVESTMENT MANAGEMENT LLC

TIAA WEALTH INVESTMENT MANAGEMENT LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 334925
- Type: SEC-registered investment adviser
- SEC file number: 801-132296
- Location: 730 THIRD AVE, NEW YORK, NY, 10017-3206
- Phone: 212-490-9000
- Latest filing: 2026-08-05
- Clients: 5

## Business model

- Compensation: % of AUM
- Clients served: Pooled vehicles, Charities, Corporations

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Jeremy Ross Intihar | CHIEF COMPLIANCE OFFICER | — |
| Niladri Mukherjee | PRESIDENT; PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| Tara Latini | ELECTED MANAGER | — |
| Rashmi Dilip Badwe | ELECTED MANAGER | — |
| James J Deats | ELECTED MANAGER | — |
| Christopher Patrick Oneill | ELECTED MANAGER | — |


## Disclosures (15)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2024-07-18 | regulatory | TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA ("TIAA") ACCEPTED A CONSENT ORDER FOR FAILING TO PROVIDE A TIMELYCYBERSECURITY EVENT NOTIFICATION TO THE MIA IN VIOLATION OF ?33105(A) WHICH REQUIRES CARRIERS TO GIVE NOTICE TO THE MIAWITHIN THREE BUSINESS DAYS OF DETERMINING A CYBERSECURITY EVEN… | Final | $1K |
| 2020-03-02 | regulatory | THE ALLEGED VIOLATIONS INCLUDED THE FOLLOWING: FAILURE TO PROVIDE THE "NOTICE OF AVAILABILITY OF THE DEPARTMENT OF INSURANCE" AND FAILURE TO PROVIDE BENEFICIARIES WITH A REASONABLE WRITTEN EXPLANATION OF DELAY OF CLAIM PAYMENT BEYOND 45DAYS, AS REQUIRED BY SECTION 50 ILL. ADM. CODE 919.70(A)(2); AND… | Final | $18K |
| 2016-03-17 | regulatory | ALLEGED VIOLATIONS OF VARIOUS PROVISIONS OF NEW YORK INSURANCE LAWS | Final | $18K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/334925/brochure
- Similar advisers: https://search.stillhousedata.com/firm/334925/similar
- Related entities: https://search.stillhousedata.com/firm/334925/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/334925

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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.