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CS TOMASI Wealth Management

EST. AUM
$110,265,442

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CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number 287561
Website cstomasi.com
Client types

Overview

CS TOMASI Wealth Management is a California-based registered investment adviser providing discretionary wealth management, financial planning, retirement planning, estate planning, tax planning and tax preparation to individuals and high-net-worth clients. The firm manages client portfolios rather than operating a private investment fund. Its August 13, 2026 Form ADV reports $110.27 million in regulatory assets under management across 86 discretionary accounts. Client portfolios may include stocks, bonds, ETFs, mutual funds and selected alternative private investments. CS TOMASI also integrates tax strategy with investment planning. Brokerage implementation can occur through LPL Financial, but CS TOMASI states that it is a separate advisory entity.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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