Investment adviser · CRD 335081
TIAA WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Nov 13, 2025
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 13, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets
Principal office
730 THIRD AVENEW YORK, NY, 10017-3206, United States
CRD 335081
Filing source
Form ADV 2026940 · Nov 13, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.