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Kroeger Financial Partners vs Cs Tomasi Wealth Management: NewRiaPulse comparison
Kroeger Financial Partners's amount of 111 is 1.0x Cs Tomasi Wealth Management's 110 (26th percentile). Kroeger Financial Partners is dated 2026-09-01; Cs Tomasi Wealth Management 2026-09-15.
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 Kroeger Financial Partners compare to Cs Tomasi Wealth Management?
| Field | Kroeger Financial Partners | Cs Tomasi Wealth Management |
|---|---|---|
| Firm | Kroeger Financial Partners | Cs Tomasi Wealth Management |
| Legal name | Kroeger Financial Partners | Cs Tomasi Wealth Management |
| CRD | 175113 | 287561 |
| Status | Approved | Approved |
| Registered with the SEC | 2026-09-01 | 2026-09-15 |
| Latest Form ADV filing | 2026-10-16 | 2026-08-13 |
| Location | Grass Valley, CA, United States | Costa Mesa, CA, United States |
| Regulatory AUM | $111,051,159 | $110,265,442 |
| Accounts | 344 | 86 |
| Employees | 2 | 6 |
| Website | http://KROEGERFINANCIAL.COM | https://www.linkedin.com/company/cstomasi-wealthmanagement/ |
| amount percentile | 26th | 24th |
| Score | 45/100 | 75/100 |
| Peer rank and all 166 CA records (CSV) | 🔒 Click to unlock → | |
| Official source URLs for every peer record | 🔒 Click to unlock → | |
Official records: Kroeger Financial Partners · Cs Tomasi Wealth Management
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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.