Brad Tonoff
Advisor at Penmar Wealth Management LLC — Santa Monica, CA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
1 year
Location
Santa Monica, CA
Penmar Wealth Management LLC
Supported
Total advisors
2Clients per advisor
1 Very LowAvg AUM per client
$75,748 Very LowHNW client ratio
0% Very LowBrad Tonoff is a financial advisor at Penmar Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and previously worked with New York Life Insurance Company and Health Platforms Inc. Tonoff is also the CEO of BJT Solutions Inc., an insurance and marketing consultancy based in Santa Monica. Penmar Wealth Management provides discretionary asset management and financial planning services tailored to client goals, utilizing a variety of analytical methods and investment strategies. The firm is operated by two advisors and manages discretionary assets for a small number of clients.
Based on Penmar Wealth Management LLC
Based on Penmar Wealth Management LLC
$0 - $500,000: 1.50% annually $500,000.01 - $1,000,000: 1.25% annually $1,000,000.01 - $3,000,000: 1.00% annually $3,000,000.01 - $5,000,000: 0.80% annually $5,000,000.01 - $10,000,000: 0.60% annually $10,000,000.01+: 0.50% annually
$250 per hour for financial planning services (may be negotiable)
Account minimum: $250,000
Santa Monica, CA
Santa Monica CA
Advisors at this office
2
California · New Jersey
1 year of industry experience
Penmar Wealth Management LLC
2025 - Present • 1 year
Santa Monica, CA
Penmar Wealth Management LLC
2025 - Present • 1 year
Santa Monica, CA
BJT Solutions Inc.
2023 - Present • 3 years
Santa Monica, CA
INDEPENDENT INSURANCE AGENT
2021 - 2023 • 2 years
Los Angeles, CA
Brad Tonoff Sole Proprietor
2020 - 2023 • 3 years
Los Angeles, CA
Crossborder Solutions
2020 - 2020 • 1 year
New York, NY
Health Platforms Inc.
2017 - 2020 • 3 years
New York, NY
New York Life Insurance company
2015 - 2017 • 2 years
New York, NY
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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.
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.
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