Adviser Profile
| As of Date | 09/17/2026 |
| Registration status | Registration Changed to CS TOMASI WEALTH MANAGEMENT |
| ADV Location | COSTA MESA, CA, United States |
| Contact Info | (56 xxxxxxx |
| Websites |
| AUM* | 110,265,442 45% |
| of that, discretionary | 110,265,442 45% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 6 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,282,156 139% |
| % High Net Worth | 38.10% 39% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds