Cs Tomasi Wealth Management: new SEC registration, $110M AUM, Costa Mesa, CA
Cs Tomasi Wealth Management (Costa Mesa, California): new SEC registration, $110M AUM, Costa Mesa, CA. Its amount of 110 is below the median of 134 (23rd percentile). Dated 50 days ago, it serves as a historical benchmark. Score 75/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 110 · 23th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Cs Tomasi Wealth Management |
| Legal name | Cs Tomasi Wealth Management |
| CRD | 287561 |
| Status | Approved |
| Registered with the SEC | 2026-09-15 |
| Latest Form ADV filing | 2026-08-13 |
| Location | Costa Mesa, CA, United States |
| Regulatory AUM | $110,265,442 |
| Accounts | 86 |
| Employees | 6 |
| Website | https://www.linkedin.com/company/cstomasi-wealthmanagement/ |
| amount percentile | 23th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-09-15
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (CA first): Ftv Capital · Owl Ventures · Beacon Coast Partners, LLC · Meson Quantitative Management LLC · Wndrco Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Cs Tomasi Wealth Management and 148 California peers
- California NewRiaPulse records like this one: 148
- Cs Tomasi Wealth Management's amount: 23rd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
75 / 100 Score
- Registered in the last 60 days.
- $110M under management.
- Website on file.
What is the NewRiaPulse record for Cs Tomasi Wealth Management in Costa Mesa, California?
Cs Tomasi Wealth Management received SEC registration as an investment adviser (2026-09-15) with $110,265,442 in regulatory assets under management, based in Costa Mesa, CA.
How does Cs Tomasi Wealth Management compare to other California NewRiaPulse records?
Its amount of 110 is below the median (23th percentile); smaller records often move faster and face less competition. It is 50 days old; check the official source for later updates before acting. Its Score of 75/100 puts it among the stronger signals in this feed.
Cs Tomasi Wealth Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
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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.