AdvisorCensus / Financial advisors / California / Los Angeles / CS Tomasi Wealth Management
CS Tomasi Wealth Management is an SEC-registered investment advisory firm in Costa Mesa, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 13, 2026.
Quick answers
From the filingHow is CS Tomasi Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), CS Tomasi Wealth Management reports these compensation arrangements: a percentage of assets under its management.
Where is CS Tomasi Wealth Management located?
CS Tomasi Wealth Management's principal office is in Costa Mesa, CA, according to its Form ADV.
Is CS Tomasi Wealth Management registered with the SEC or a state?
CS Tomasi Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 287561.
How much does CS Tomasi Wealth Management manage?
CS Tomasi Wealth Management reports $110,265,442 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary).
What types of clients does CS Tomasi Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (52); high net worth individuals (32).
Which custodians does CS Tomasi Wealth Management use?
CS Tomasi Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.
Does CS Tomasi Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/287561
What changed in CS Tomasi Wealth Management's recent Form ADV filings?
In the October 2026 filing data: Moved from state registration to SEC registration. Registered or notice-filed in TX.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$110,265,442 as of October 2026, filing dated August 13, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 6. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Moved from state registration to SEC registration.
- Registered or notice-filed in TX.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. CS Tomasi Wealth Management (CRD 287561): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/cs-tomasi-wealth-management-costa-mesa-ca-287561