A complete list of active advisors currently associated with Tumolo Wealth Management LLC

Warmer can help you find a great advisor at Tumolo Wealth Management LLC or one who fits your needs even better.

Tumolo Wealth Management serves individual and high‑net‑worth clients, managing approximately $134 million in discretionary assets through a small advisory team. The firm provides discretionary portfolio management, financial planning, and may arrange third‑party sub‑advisors and wrap‑fee programs as part of its advisory services. The firm’s investment process is tailored to client objectives, time horizon, and risk tolerance and can include asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading approaches; clients may set written restrictions on investments and accounts are reviewed at least quarterly. Tumolo typically charges percentage‑of‑AUM fees that include consulting and, when used, incorporate sub‑advisor fees, and it emphasizes working with custodians and third‑party managers to implement strategies. Compared with many peers, the brochure discloses that some representatives are licensed insurance agents with an affiliated entity, Tumolo Financial, and may offer commission‑paying insurance products — an activity the firm says can occupy up to 30% of representatives’ time and can create potential conflicts with advisory services. The firm also notes recent formation and SEC registration, its reliance on recommended custodians (such as Schwab and Fidelity), and use of service providers that include artificial intelligence and machine‑learning components, all of which are described as part of its operational and supervisory practices.

To learn more about the advisors currently working at Tumolo Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.