TBMS WEALTH LLC

TBMS Wealth LLC is an SEC-registered investment adviser with approximately $9 million in regulatory assets under management. The firm has 1 employee and 1...

TBMS WEALTH LLC

TBMS Wealth LLC is an SEC-registered investment adviser with approximately $9 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

linkedin.com/company/todd-pniewski-cfp%c2%ae-5331ab10

General information

Firm type

Asset Manager

Does TBMS WEALTH LLC have any publicly known investment activity?

No public records, media reports, or SEC filings indicate any investment activity by TBMS WEALTH LLC. The firm does not appear in any fund-raising, deal-making, or advisory capacity across standard databases.

Who are the principals or owners of TBMS WEALTH LLC?

No principals, owners, or executives are named in any public source. State business registration records for the LLC may list a registered agent, but investment decision-makers are not disclosed.

Is TBMS WEALTH LLC a family office or an investment firm?

The firm's classification in Altss records is 'Unclassified'. The name 'TBMS WEALTH LLC' suggests a wealth management vehicle, but no evidence confirms whether it operates as a single-family office, multi-family office, or other entity.

What is the wealth origin of TBMS WEALTH LLC?

No wealth origin is publicly attributed to TBMS WEALTH LLC. The source of its capital — if any — is unknown.

Has TBMS WEALTH LLC made any recent filings or disclosures?

No SEC filings, Form ADV, or other regulatory disclosures have been found under TBMS WEALTH LLC. The firm has not registered as an investment adviser in any jurisdiction.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.