Tumolo Wealth Management LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 330567
- SEC number
- 801-135413
- Firm type
- RIA
- Assets under management
- $134.0M as of Mar 12, 2026
- Website
- tumolofinancial.com ↗
- Phone
- (860) 650-3005
- Address
- 339 Flanders Road, East Lyme, CT, 06333
Advisors at this firm
4 in our index · page 1 of 1
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Mark Lehman BobruffCRD 4365757 · East Lyme, CTIA RegisteredRegistration inactive
-
Brittni Rehg OxendineCRD 6644634 · East Lyme, CTIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Kenneth Daniel TumoloCRD 6219688 · East Lyme, CTIA RegisteredRegistration inactive
-
Nicholas Daniel TumoloCRD 7371129 · East Lyme, CTIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 330567 ↗
FINRA BrokerCheck record for firm CRD 330567 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.