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Cs Tomasi Wealth Management vs Swad Wealth Management LLC: NewRiaPulse comparison
Swad Wealth Management LLC's amount of 111 is 1.0x Cs Tomasi Wealth Management's 110 (26th percentile). Cs Tomasi Wealth Management is dated 2026-09-15; Swad Wealth Management LLC 2026-08-07.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Both records plus every comparable CA record, with all columns and source links · Card, Apple Pay, Google Pay or Link via Stripe
How does Cs Tomasi Wealth Management compare to Swad Wealth Management LLC?
| Field | Cs Tomasi Wealth Management | Swad Wealth Management LLC |
|---|---|---|
| Firm | Cs Tomasi Wealth Management | Swad Wealth Management LLC |
| Legal name | Cs Tomasi Wealth Management | Swad Wealth Management, LLC |
| CRD | 287561 | 319218 |
| Status | Approved | Approved |
| Registered with the SEC | 2026-09-15 | 2026-08-07 |
| Latest Form ADV filing | 2026-08-13 | 2026-10-21 |
| Location | Costa Mesa, CA, United States | Santa Rosa, CA, United States |
| Regulatory AUM | $110,265,442 | $111,061,079 |
| Accounts | 86 | 192 |
| Employees | 6 | 2 |
| Website | https://www.linkedin.com/company/cstomasi-wealthmanagement/ | https://www.facebook.com/swadwealth |
| amount percentile | 24th | 26th |
| Score | 75/100 | 45/100 |
| Peer rank and all 166 CA records (CSV) | 🔒 Click to unlock → | |
| Official source URLs for every peer record | 🔒 Click to unlock → | |
Official records: Cs Tomasi Wealth Management · Swad Wealth Management LLC
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.