T.M. Wealth Management

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Client assets under management

$206,936,971

Clients

67% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$2,090,272

About

T.M. Wealth Management provides portfolio management, pension consulting and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charities, and business entities, managing roughly $210 million for under 100 clients with a two‑advisor team. Services include discretionary and non‑discretionary investment supervision, selection of third‑party advisers, and retirement plan rollover guidance under ERISA/IRC fiduciary standards.

The firm tailors programs to each client with an Investment Policy Statement documenting goals and risk tolerance and applies fundamental analysis, modern portfolio theory and technical analysis across a broad set of instruments, including equities, ETFs, mutual funds, fixed income, options and, in some cases, short sales and private placements. T.M. Wealth may engage third‑party money managers and outsources investment research to a provider (Cornerstone Portfolio Research); the brochure notes a recent change to begin using sub‑advisors for some clients.

Distinctive aspects include an active educational offering: ad‑hoc seminars and workshops for consumers, corporations, nonprofits and pension plan participants (fees described in the brochure from $25 to $5,000 per event) and pension participant education under ERISA guidelines. The firm also discloses operational features that may be uncommon among peers — use of outsourced research and service providers with artificial‑intelligence components (with related due‑diligence controls), acceptance of soft‑dollar benefits, and that a firm principal is a licensed insurance agent who may offer commissionable insurance products.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Options & derivatives strategies Retirement income strategy

Fee options

Fixed

Fixed fees for financial planning between $500 and $5,000; flat fees possible for pension consulting services (amount varies).

Percentage

$0 - $500,001: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%

Project-based

$250 per hour for financial planning and consultative services.

Other

Fee-only: Fixed financial planning fees between $500 and $5,000; hourly financial planning fees at $250/hour; educational seminars/workshops fees range from $25 to $5,000 per event (negotiable); pension consulting fees up to 1.00% of plan assets and/or a flat fee.

Main office location

T.M. Wealth Management

11702 Bowman Green Drive, Suite 300

Reston VA 20190, United States

Number of offices

Most active in

Texas · Utah · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website (703) 537-8351

Advisors at this firm

Samantha G

Series 63, Series 65

Reston, VA

T.M. Wealth Management

Samantha Grieco is a financial advisor at T.M. Wealth Management with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley Private Bank, Bank of America, Merrill Lynch, E*TRADE Securities, and Charles Schwab Bank. Grieco serves as vice president of events for the Washington, DC chapter of the Association of Latino Professionals for America, a volunteer-based nonprofit organization. T.M. Wealth Management serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, retirement plan consulting, and comprehensive financial planning, applying a documented investment process that incorporates fundamental analysis, modern portfolio theory, and technical analysis.

Options & derivatives strategies Retirement income strategy

Thomas S

Series 63, Series 65

Reston, VA

T.M. Wealth Management

Thomas Seneca is a financial advisor with T.M. Wealth Management in Reston, VA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Cetera Advisor Networks LLC, and Girard Securities, Inc. Seneca is also a licensed insurance agent. T.M. Wealth Management serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, retirement plan consulting, and comprehensive financial planning, using an individualized investment process that incorporates fundamental analysis, modern portfolio theory, and technical analysis.

Options & derivatives strategies Retirement income strategy

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