# TIAA WEALTH MANAGEMENT LLC

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

## Registration

- CRD: 335081
- Type: SEC-registered investment adviser
- SEC file number: 801-132290
- Location: 730 THIRD AVE, NEW YORK, NY, 10017-3206
- Phone: 212-490-9000
- Latest filing: 2025-11-13
- Clients: 2

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| [Jeremy Ross Intihar](https://search.stillhousedata.com/person/663140) | CHIEF COMPLIANCE OFFICER | — |
| [Shankar Saravanan](https://search.stillhousedata.com/person/669952) | PRESIDENT | — |


## Disclosures (9)

| 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 TIMELY CYBERSECURITY EVENT NOTIFICATION TO THE MIA IN VIOLATION OF §33105(A) WHICH REQUIRES CARRIERS TO GIVE NOTICE TO THE MIA WITHIN THREE BUSINESS DAYS OF DETERMINING A CYBERSECURITY EV… | 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 45 DAYS, AS REQUIRED BY SECTION 50 ILL. ADM. CODE 919.70(A)(2); AN… | Final | $18K |
| 2016-03-17 | regulatory | ALLEGED VIOLATIONS OF VARIOUS PROVISIONS OF NEW YORK INSURANCE LAWS | Final | $18K |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CHARLOTTE | NC | 0 | 704-988-1000 |
| WALTHAM | MA | 0 | (866) 904-7802 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335081/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335081/similar
- Related entities: https://search.stillhousedata.com/firm/335081/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335081

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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.