Tmd Wealth Management

Tmd Wealth Management (CRD# 309514) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $986,392,000 in 1,639 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
15333 N. Pima Road, Suite 200, Scottsdale, AZ 85260
https://www.linkedin.com/company/focus-financial-partners
By the Numbers
  • Total Assets Under Management
    986
    MILLION
  • Total Number of Accounts
    1,639
    ACCOUNTS
  • Average Account Value
    $601,826
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, LA, MA, NC, NE, NH, OK, OR, TX, WA

Financial Advisors at Tmd Wealth Management
Showing 1 - 7 of 7 top financial advisors.
1
Eric Anthony, financial advisor Scottsdale AZ
Eric J. Anthony
CRD#: 5836616
15333 N. Pima Road, Suite 200, Scottsdale, AZ 85260

Eric Anthony (CRD# 5836616) is an Investment Advisor Representative working at Tmd Wealth Management in Scottsdale, AZ and has over 7 years of experience in the finance industry.

2
Gavin Lyons, financial advisor Scottsdale AZ
Gavin D. Lyons
CRD#: 5997486
15333 N. Pima Road, Suite 200, Scottsdale, AZ 85260

Gavin Lyons (CRD# 5997486) is an Investment Advisor Representative working at Tmd Wealth Management in Scottsdale, AZ and has over 12 years of experience in the finance industry.

3
Shawn West, financial advisor Scottsdale AZ
Shawn J. West
CRD#: 6102066
15333 N. Pima Road, Suite 200, Scottsdale, AZ 85260

Shawn West (CRD# 6102066) is an Investment Advisor Representative working at Tmd Wealth Management in Scottsdale, AZ and has over 10 years of experience in the finance industry.

4
Dante Peterson, financial advisor Scottsdale AZ
Dante Peterson
CRD#: 7471352
15333 N. Pima Road, Suite 200, Scottsdale, AZ 85260

Dante Peterson (CRD# 7471352) is an Investment Advisor Representative working at Tmd Wealth Management in Scottsdale, AZ and has over 2 years of experience in the finance industry.

5
Mark Rizvi, financial advisor Scottsdale AZ
Mark Rizvi
CRD#: 6953734
15333 N. Pima Road, Suite 200, Scottsdale, AZ 85260

Mark Rizvi (CRD# 6953734) is an Investment Advisor Representative working at Tmd Wealth Management in Scottsdale, AZ and has over 4 years of experience in the finance industry.

6
Robert Smith, financial advisor Scottsdale AZ
Robert J. Smith
CRD#: 1797631
15333 N. Pima Road, Suite 200, Scottsdale, AZ 85260

Robert Smith (CRD# 1797631) is an Investment Advisor Representative working at Tmd Wealth Management in Scottsdale, AZ and has over 35 years of experience in the finance industry.

7
Todd Douma, financial advisor Scottsdale AZ
Todd M. Douma
CRD#: 2401333
15333 N. Pima Road, Suite 200, Scottsdale, AZ 85260

Todd Douma (CRD# 2401333) is an Investment Advisor Representative working at Tmd Wealth Management in Scottsdale, AZ and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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