Tweet Management Services, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$120,500,000
Total clients
168
26% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
168
Average account size
$717,262
About
Tweet Management Services, Inc. provides ongoing portfolio management and financial planning to individuals, retirement accounts, pension and profit-sharing plans, and small businesses. The firm implements strategies through separately managed accounts and may engage third‑party investment managers to manage portions of client portfolios.
The firm’s investment process combines fundamental analysis of issuers with technical price‑action review and typically uses publicly traded stocks and bonds, mutual funds and ETFs, government securities, commodity‑based ETFs and limited options. It generally manages client accounts on a nondiscretionary basis, conducts due diligence on recommended third‑party managers, and coordinates estate and tax matters with clients’ outside professionals.
Notable distinctions disclosed in the brochure include an affiliated insurance activity: a principal is a licensed insurance agent who may sell insurance products (excluding variable products) for commission, which the firm discloses as a potential conflict of interest. The firm reports virtually all assets as nondiscretionary (about $120.5 million nondiscretionary and $0 discretionary as of February 28, 2026), offers pension consulting services, and requires use of its recommended custodians while disclosing receipt of soft‑dollar research and block‑trading practices.
Client services
Financial planning
Portfolio management
Expertise
General estate planning guidance
Cash flow / budgeting
Fee options
$0 - $300,000: No AUM fee; $300 monthly fee $300,000+: 1.5% annually
$500 per hour for financial planning or consulting services
Ongoing financial advisory services at $300 per month for accounts under $300,000
Account minimum: $300,000 Minimum fee: $300 per month for accounts under $300,000 Fee-only: Financial planning consulting services at $500 per hour
Main office location
Tweet Management Services, Inc.
5480 Baltimore Dr. #206
La Mesa CA 91942, United States
Number of offices
1
Most active in
Tweet Management Services, Inc. has reported serving >5 clients in these states in the last 12 months.
California
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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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.
Forms ADV
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