# Cs Tomasi Wealth Management: new SEC registration, $110M AUM, Costa Mesa, CA

**Score:** 75/100

| 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/ |

## Why this score
- Registered in the last 60 days.
- $110M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/287561). Last refreshed: 2026-10-28T20:49:58.746Z.
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.