Deepak Tummala (CRD# 7856054) is an Investment Advisor Representative working at Tummala Wealth Management, LLC in Claremont, CA and has 1 year of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tummala Wealth Management, LLC | Claremont, CA | Feb 2024 - Current | < 1 |
| Tummala Media, LLC | Claremont, CA | Sep 2023 - Current | < 1 |
| Tummala Real Estate, LLC | Claremont, CA | Sep 2023 - Current | < 1 |
| Tummala Real Estate 1, LLC | Claremont, CA | Sep 2023 - Current | < 1 |
| Tummala Tax, LLC | Claremont, CA | Apr 2023 - Current | 1 |
| Sai Holding Group | Claremont, CA | Apr 2023 - Current | 1 |
| Tummala Inc. | Claremont, CA | Jan 2023 - Current | 1 |
| Tummala Property Management, LLC | Claremont, CA | Jan 2023 - Current | 1 |
| Tummala Real Estate 2, LLC | Claremont, CA | Jan 2023 - Current | 1 |
| Metro Affiliates, LLC | Claremont, CA | Jan 2023 - Current | 1 |
| Tummala Foundation | Claremont, CA | Oct 2018 - Current | 5 |
| Sai Help Foundation | Claremont, CA | Aug 2012 - Current | 11 |
| Shri Shirdi Sai Baba Sansthan Los Angeles | Claremont, CA | Aug 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA
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