Tolsma Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$552,726,765
Clients
215
56% high-net worth
Advisors
1
of 1 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
215
Very HighAverage account size
$2,570,822
About
Tolsma Investments provides financial planning and portfolio management to individual and high‑net‑worth clients and small businesses, addressing areas such as cash flow and budgeting, retirement planning, estate planning, and business consultation. The firm also offers both paid and complimentary educational workshops on personal finance and investing as part of its service suite.
Its investment approach emphasizes a long‑term, globally diversified asset allocation guided by Modern Portfolio Theory and a Core+Satellite structure, combined with fundamental, technical, and cyclical analysis and periodic tactical adjustments. The firm also employs a total‑return overlay that can include option strategies—specifically cash‑covered put writing and covered calls—and discloses the use of derivatives in separately managed accounts.
Operationally the firm is unusual among its peers: it operates with a single investment adviser representative while managing roughly $552.7 million in regulatory assets, producing a high AUM‑per‑advisor profile. It manages the vast majority of those assets on a non‑discretionary basis (about $525,857,861 non‑discretionary vs. $26,868,904 discretionary as of 12/31/2025), and its discretionary portfolio management is limited to accounts maintained at a specific custodian, which affects how trades are executed and aggregated.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Divorce financial planning
Elder care planning
Active portfolio management
Fee options
1% of assets under management annually
$250 per hour, billed in 10-minute increments
Account minimum: $50,000 Fee-only: Retainer fee of $4,000 per year, paid monthly or quarterly; Hourly fee of $250 per hour
Main office location
Tolsma Investments, LLC
Bellevue WA, United States
Number of offices
1
Most active in
Tolsma Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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