TM Wealth Management, LLC

TM Wealth Management provides discretionary investment management to individuals and high-net-worth clients, advising across equities, bonds, U.S. Treasuries and options. The firm’s advisory agreements establish ongoing portfolio management tailored to each client’s objectives, risk tolerance and any reasonable investment restrictions.

The firm combines fundamental and technical analysis with backtested, systematic trading approaches and position-sizing rules to manage risk and diversify across asset classes. Its stated strategies include option-based income and spread trades, periodic hedges using long puts on inverse leveraged ETFs, and a phased deployment of capital guided by both fundamental and technical signals.

Noteworthy for a newly established adviser with roughly $360,000 in assets under management and a small client base, the firm’s reported client mix includes several institutional and organizational types—such as a sovereign wealth fund, banking and insurance entities, state or municipal clients, corporate and pension or profit-sharing plans, other investment advisers, and charitable organizations—which is uncommon for firms of this size. The firm also discloses an outside business activity in which the principal provides business-advice to a digital content company on a part-time basis.