CS Tomasi Wealth Management provides financial planning and portfolio management for individuals and small businesses.
CS Tomasi Wealth Management reports 84 clients. They include 52 individual clients and 32 high-net-worth individuals. Of its assets, 100.0% ($110M across 86 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 62% | 20% |
| High-net-worth individuals | 38% | 80% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 52 | $21.8M | 19.7% | $419K |
| High-net-worth individuals | 32 | $88.5M | 80.3% | $2.77M |
| Total | 84 | $110M | 100% | $1.31M |
- Clients
- 52
- Regulatory AUM
- $21.8M
- AUM share
- 19.7%
- Avg. per client
- $419K
- Clients
- 32
- Regulatory AUM
- $88.5M
- AUM share
- 80.3%
- Avg. per client
- $2.77M
Total
- Clients
- 84
- Regulatory AUM
- $110M
- AUM share
- 100%
- Avg. per client
- $1.31M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
CS Tomasi Wealth Management charges 0.90%–1.50% a year for its Wealth management services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Tax preparation
- Tax preparation fees range from $100 to $2,500, based on the complexity of the services, and are negotiable.
It has 6 employees.
Leadership
Staff
- 6 employees
- 6 in advisory functions
- 3 state-registered reps
- 3 broker-dealer reps
- 1 insurance agent
Besides its headquarters, CS Tomasi Wealth Management has 1 office, with 1 listed address in California.
California · 1 listed address
- 949 South Coast Drive, Suite 500, Costa MesaHQ
Contact and registration details
- Legal name
- CS Tomasi Wealth Management
- Headquarters
- 949 South Coast Drive, Suite 500, Costa Mesa, CA 92626
- Website
- Not reported
- Phone
- 562-494-4668
- SEC file
- 801-137293
- Structure
- California corporation
- Fiscal year end
- December
CS Tomasi Wealth Management does not have custody of client assets.
At year end, CS Tomasi Wealth Management’s separately managed accounts were mostly in stocks (74%) and funds (24%).
What the accounts hold
- Stocks74%
- Funds24%
- Bonds2%
How many clients does CS Tomasi Wealth Management have?
CS Tomasi Wealth Management has 84 clients and manages $110 million for them, as of August 2026. They include 52 individual clients and 32 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 August 2026
What services does CS Tomasi Wealth Management offer?
CS Tomasi Wealth Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does CS Tomasi Wealth Management charge?
CS Tomasi Wealth Management charges 0.90%–1.50% a year for its Wealth management services. The fee is billed in advance and is negotiable.
Source: CS TOMASI FORM ADV PART 2A DATED 08.13.2026, filed 13 August 2026
How many financial advisors does CS Tomasi Wealth Management have?
CS Tomasi Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does CS Tomasi Wealth Management invest in?
At the end of its last fiscal year, CS Tomasi Wealth Management’s separately managed accounts held 74% exchange-traded equities, 24% registered funds (mutual funds, ETFs, BDCs) and 2% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
How does CS Tomasi Wealth Management get paid?
CS Tomasi Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact CS Tomasi Wealth Management?
CS Tomasi Wealth Management’s main office is at 949 South Coast Drive, Suite 500, Costa Mesa, CA 92626. Its phone number is 562-494-4668.