Tiaa Wealth Investment Management Llc
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ADV data as of Apr 30, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 5
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Russell Marshall | Registered representative | Oct 2025 (1y) | ||
| Bryan Keith White | Registered representative | CFA | Oct 2025 (1y) | |
| Mairaj Elahi | Registered representative | CFA | Oct 2025 (1y) | |
| Charles Edward Jeanne | Registered representative | CFA | Nov 2025 (1y) | |
| Ryan A Miller | Registered representative | CFA | Nov 2025 (1y) | |
| Eric Anthony Smith | Registered representative | Feb 2026 (0y) | ||
| Niladri Mukherjee | Registered representative | Apr 2026 (0y) |
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) | 04/30/2026 | 2.1 MB | 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
Services
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗