# CS Tomasi Wealth Management

CS Tomasi Wealth Management is a Bank / Wealth / Trust based in Costa Mesa, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Costa Mesa, United States
- **Region:** North America
- **Address:** Costa Mesa, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** cstomasi.com
- **LinkedIn:** https://www.linkedin.com/company/cstomasi-wealthmanagement

## Regulatory record

- **CRD number:** 287561
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-02-24T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287561

## About

CS Tomasi Wealth Management was founded in 2017 as a US-based wealth manager and registered investment adviser. It maintains its headquarters in Costa Mesa. The firm delivers services to individuals, high-net-worth individuals, trusts, and estates. Its offerings center on financial planning, investment management, and portfolio management. No asset-class allocations, named holdings, or geographic deployment details appear in available records. The firm does not publish AUM figures or recent transaction activity. No information on team size, additional offices, or adjacent vehicles is available. No operational events from the last 24 months are documented in sources. The firm functions as a standard RIA without disclosed structural features such as co-investment vehicles or succession arrangements.

## Questions

### Who runs investment decisions at CS Tomasi Wealth Management?

No named principals or CIO appear in public records or the firm's disclosures.

### Does CS Tomasi Wealth Management participate in fund commitments or only direct deals?

The firm provides advisory services to individuals and trusts; no fund commitments or direct deal activity is documented.

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Last updated: 2026-06-03T20:00:00.000Z

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