# T.M. Wealth Management

T.M. Wealth Management is a Bank / Wealth / Trust based in Reston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Reston, United States
- **Region:** North America
- **Address:** Reston, VA, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** tm-wealth.com

## Regulatory record

- **CRD number:** 287965
- **SEC file number:** 801-123581
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287965

## About

Founded in 2017 and based in Reston, Virginia, T.M. Wealth Management is a registered investment advisor operating under the fiduciary standard. The firm focuses on delivering financial planning, retirement planning, and discretionary portfolio management to high-net-worth individuals, families, charitable organizations, and corporate entities. Its structure as an independent RIA means client assets are typically held at an external custodian, a common architecture that aligns the firm's revenue purely with advisory fees rather than commission-based product sales. The firm's strategy centers on holistic wealth management, integrating tax-aware portfolio construction with long-term financial planning. T.M. Wealth Management deploys capital primarily across publicly traded equities and fixed-income securities, using both individual securities and third-party mutual funds or ETFs to build diversified portfolios. The firm serves clients concentrated in the Washington, D.C. metropolitan area and broader Mid-Atlantic region, where it competes with larger bank-trust divisions and independent wealth managers for the advisory mandates of professionals, business owners, and retirees. T.M. Wealth Management has maintained a deliberately low public profile, with no disclosed AUM figure, team headcount, or named principal available in public records. The firm does not operate additional offices beyond its Reston headquarters, nor does it maintain a LinkedIn presence. This posture is consistent with a lifestyle-practice RIA where a small team manages a stable book of long-tenured client relationships. The firm's Form ADV filings with the SEC, updated annually, would contain the specific AUM and principal names, but that data is not reflected in current Altss research. Structurally, T.M. Wealth Management differs from broker-dealer affiliated wealth managers by operating as a pure RIA with a fiduciary duty to clients on every engagement. This means the firm is legally required to put client interests ahead of its own, regardless of the investment products selected.

## Questions

### Is T.M. Wealth Management a fiduciary?

Yes. As a registered investment advisor, T.M. Wealth Management is bound by the fiduciary standard under the Investment Advisers Act of 1940. This legally requires the firm to act in its clients' best interests on every advisory engagement, a higher standard than the suitability rule that governs broker-dealers.

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Last updated: 2026-08-11T02:43:31.692Z

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