T.M. Wealth Management, Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 287965 · SEC file 801-123581 · Reston, VA · WWW.TM-WEALTH.COM

☆ Save with Pro ADV data as of Mar 05, 2026

Regulatory AUM: $210M
Discretionary: $207M
Clients: 99
Avg AUM / client: $2.1M
Accounts: 475
Employees: 6

AUM over time

$110M $210M

Mar 1, 2022 Mar 5, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 05, 2026

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	33	$12.7M	6.06%
High net worth individuals	66	$194M	92.6%
Pension and profit sharing plans	Fewer than 5 clients	$2.9M	1.37%

People (2)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Thomas Ryan Seneca	Managing Member And Chief Compliance Officer		Mar 2017 (9y)	75% or more
Samantha Rae Grieco	Registered representative		Apr 2025 (1y)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	03/05/2026	913 KB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Percentage of assets under management
• Hourly charges
• Fixed fees

Services

• Financial planning services
• Portfolio management for individuals/small businesses
• Pension consulting services
• Selection of other advisers
• Educational seminars/workshops

Custody

Reported custodians

Charles Schwab & Co. $205M (98% of AUM) Mar 2026

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.

View current Form ADV (SEC/IAPD) ↗