Updated:
Tompkins Wealth Management
Tompkins Wealth Management is a Seattle-based independent RIA providing financial planning and investment management to families in the Pacific Northwest.
Tompkins Wealth Management
Tompkins Wealth Management is a wealth management firm based in Seattle, US. It focuses on clients in North America.
General information
Firm type
Bank / Wealth / Trust
Location
Region
North America
Country
United States
City
Seattle
Corporate office
Seattle, WA, United States
Frequently asked questions
Who makes investment decisions at Tompkins Wealth Management?
The firm has not publicly named its investment committee or key decision-makers. In a small independent RIA, the principal advisor often functions as the CIO, constructing portfolios and selecting external strategies directly for client accounts. This contrasts with larger multi-family offices where professionalized investment teams, operating committees, and external consultant support are standard.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on asset managers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: