TOMKIEWICZ WEALTH MANAGEMENT

TOMKIEWICZ WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 336571). Regulatory assets under management: $1.1M.

Registration

• CRD: 336571
• Type: Registered investment adviser
• Phone: (518) 219-7323
• Latest filing: 2026-04-15
• Regulatory AUM: $1.1M
• Discretionary AUM: $1.1M
• Clients: 1
• Accounts: 7

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 336571 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search