Tableaux Llc
- Regulatory AUM
- $230M
- Discretionary
- $204M
- Clients
- 209
- Avg AUM / client
- $1.1M
- Accounts
- 617
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 148 | $66.5M | 28.9% |
| High net worth individuals | 61 | $163M | 71.0% |
| Charitable organizations | Fewer than 5 | $91.8K | 0.04% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Samuel Chester | Managing Director, Financial Advisor, And Chief Compliance Officer | CFP | Jun 2022 (4y) | 75% or more |
| Luke Farrell Delorme | Director Of Financial Planning And Financial Advisor | CFP Chartered Financial Consultant | Aug 2024 (2y) | Less than 5% |
| Gary Elliot Martinelli | Registered representative | Feb 2025 (2y) | ||
| Joseph Richard Polidoro | Registered representative | Jun 2025 (1y) | ||
| Bryce Edward Schuler | Registered representative | CFP | Jul 2026 (0y) |
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) | 07/17/2026 | 946 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
Custody
Reported custodians
- Fidelity Brokerage Services $146M (63% of AUM) Jul 2026
- National Financial Services (Fidelity) $109M (100% of AUM) Nov 2024
- Charles Schwab & Co. $84.1M (37% of AUM) Jul 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: Jul 17, 2026.
View current Form ADV (SEC/IAPD) ↗