Datum Wealth Management
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About
Datum Wealth Management provides investment advisory and wealth management services to individuals, high-net-worth individuals, trusts, estates, and businesses. The firm offers discretionary portfolio management alongside comprehensive financial planning and stand‑alone planning engagements, and generally expects a minimum relationship size to implement its process.
The advisor operates as a fiduciary and emphasizes primarily long‑term strategies, constructing portfolios that typically rely on low‑cost, diversified mutual funds and ETFs while also using individual stocks, bonds and alternative investments when appropriate. Its investment process draws on fundamental, technical and cyclical analysis, and the firm may rebalance, harvest gains/losses or retain legacy positions for tax or fit reasons as part of ongoing portfolio oversight.
Datum Wealth Management is a recently formed independent RIA (registered in 2026) that is notable for having multiple advisory personnel at launch, including CFP‑credentialed advisors, rather than functioning as a solo practitioner. The firm may accept trustee roles that result in custody of client assets (subject to surprise-exam safeguards) and maintains an institutional relationship with a major custodian that provides platform services and other economic benefits to the firm.
Client services
Expertise
Fee options
Fixed engagement fee ranging from $2,000 to $10,000 per financial planning engagement
$0 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.80% annually $3,000,000 - $10,000,000: 0.60% annually $10,000,000+: 0.50% annually
Account minimum: $1,000,000
Main office
475 Kilvert Street, Building A, Suite 320
Warwick RI 02886
Advisors at this office
2
Most active in
Rhode Island
Also doing business as
Datum Wealth Management · Datum Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Advisors at this firm
Casey T
CFP®, Series 65
Warwick, RI
Datum Wealth Management
Casey Tenney is a CFP® and Series 65-registered advisor at Datum Wealth Management with one year of industry experience. Prior to joining Datum Wealth Management in 2026, Casey worked at Coastline Trust Company for five years, Bank of America for three years, and Suntrust for two years. Datum Wealth Management is an independent advisory firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary portfolio management and comprehensive financial planning, focusing on long-term strategies using low-cost, diversified mutual funds and ETFs, alongside individual stocks, bonds, and alternative investments when appropriate.
Laura L
CFP®, Series 66
Warwick, RI
Datum Wealth Management
Laura Lincoln is a CFP® professional with four years of industry experience. She has worked at Coastline Trust Company, Bank of America Private Bank, and Merrill before joining Datum Wealth Management in 2026. Laura holds the Series 66 designation and is based in Warwick, Rhode Island. Datum Wealth Management offers investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm focuses on long-term strategies using diversified mutual funds, ETFs, individual securities, and alternative investments, employing a process that includes fundamental, technical, and cyclical analysis.
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