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Tri M
Series 65, Series 63
Murrieta, CA
TM Wealth Management, LLC
Tri Mai is the sole advisor and managing member of TM Wealth Management, LLC, an independent firm based in Murrieta, CA. He holds Series 65 and Series 63 licenses and has six years of experience at TM Wealth Management and nine years as a business advisor for NTM Digital, where he provides advice on digital content. TM Wealth Management serves individuals and high-net-worth clients with discretionary investment and portfolio management across multiple asset classes, utilizing both fundamental and technical analysis alongside systematic options strategies and hedging. The firm manages assets across six client accounts and employs a multi-asset approach that supports complex investment mandates.
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