# Tomkiewicz Wealth Management

> Tomkiewicz Wealth Management is a state-registered investment advisory firm in Wynantskill, NY, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 15, 2026.

- CRD: 336571
- Filed as: TOMKIEWICZ WEALTH MANAGEMENT
- Legal name: Tomkiewicz Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wynantskill, NY
- Filing period: October 2026
- Form ADV filing dated: April 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336571
- AdvisorCensus page: https://advisorcensus.com/firm/tomkiewicz-wealth-management-wynantskill-ny-336571

## Quick answers

**How is Tomkiewicz Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Tomkiewicz Wealth Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Tomkiewicz Wealth Management located?**
Tomkiewicz Wealth Management's principal office is in Wynantskill, NY, according to its Form ADV.

**Is Tomkiewicz Wealth Management registered with the SEC or a state?**
Tomkiewicz Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336571.

**How much does Tomkiewicz Wealth Management manage?**
Tomkiewicz Wealth Management reports $1,056,793 in regulatory assets under management in its Form ADV filing dated April 15, 2026 (100% discretionary).

**Does Tomkiewicz 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336571

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $1,056,793
- Discretionary: $1,056,793
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $313,087 |
| High net worth individuals | Fewer than 5 | $743,706 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tomkiewiczwm.com
- Facebook facebook.com
- Instagram @nathantomkiewicz
- LinkedIn @107718335
- LinkedIn @nathan-tomkiewicz-cfp®-205908132
- X @nate_tomkiewicz

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tomkiewicz Wealth Management (CRD 336571): Form ADV filing data as of October 2026.