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TMD WEALTH MANAGEMENT
SCOTTSDALE, AZ
602-279-2020
SEC #801-119212Total AUM
$780.8M
Employees
10Clients
337Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
15333 N. PIMA ROAD
SUITE 200
SCOTTSDALE
AZ 85260
United States
SUITE 200
SCOTTSDALE
AZ 85260
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Monday - Friday
Phone
602-279-2020
Other Offices
1
Financials
Total AUM
$780.8M
Accounts
1,674Discretionary
$776.2M
Accounts
1,667Non-Discretionary
$4.6M
Accounts
7
Clients
Individual Clients
139AUM
$62.5M
HNW Individual Clients
171AUM
$654.1M
Pension/Profit Sharing Plan Clients
22AUM
$32.5M
Corporation or Business Clients
5AUM
$31.8M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
CREDIT, CASH MANAGEMENT & INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING CASH & MGMT SOLUTIONS , FOCUS RISK SOLUTIONS
Compliance
Disclosures
None reported
State Registrations
AZCACOFLILLAMANCNENHOKORTXWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.