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Todd McArthur Douma
Amministratore Delegato presso TMD Wealth Management LLC
Profilo
Mr. Todd M.
Douma is a Chief Executive Officer & Senior Wealth Advisor at TMD Wealth Management LLC.
He is responsible for helping oversee the firm’s strategic direction, client services, and growth of the firm.
He has significant experience in business planning and modeling, asset management, alternative assets, and complex financial management strategies.
Mr. Douma has over 20 years of experience in the wealth and asset management field, he advises high net worth individuals, professional athletes, business owners, and corporate executives.
His clients have participated in numerous investment transactions over the last 10 years on private placements.
He also sits on various advisory boards which collectively manage public and private investments.
Mr. Douma was employed as a Lead Advisor by One Charles Private Wealth Services LLC and a Founder by TMD & Associates, Inc.
Mr. Douma graduated with honors from Arizona State University (ASU) and has been a featured advisor in industry publications highlighting his planning and wealth management work.
He holds a Bachelor of Science degree in Finance from ASU and a Certified Financial Planner (CFP) designation.
Posizioni attive di Todd McArthur Douma
Società | Posizione | Inizio |
---|---|---|
TMD Wealth Management LLC
![]() TMD Wealth Management LLC Investment ManagersFinance TMD Wealth Management LLC (TMD) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm is a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). TMD provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. | Amministratore Delegato | 01/10/2020 |
Precedenti posizioni note di Todd McArthur Douma
Società | Posizione | Fine |
---|---|---|
One Charles Private Wealth Services LLC
![]() One Charles Private Wealth Services LLC Investment ManagersFinance One Charles Private Wealth Services LLC (One Charles) is a SEC-registered investment advisor and wealth management firm headquartered in Hingham, Massachusetts. The firm was founded by Paul Squarcia in 2015 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). One Charles provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. | Membro del Comitato di Investimento | 01/09/2020 |
TMD & Associates, Inc.
![]() TMD & Associates, Inc. Investment ManagersFinance TMD & Associates, Inc. provides investment advice. The company is based in Scottsdale, AZ. The company was founded in 1994 by Todd McArthur Douma. TMD & Associates was acquired by One Charles Private Wealth LLC on July 01, 2019. | Amministratore Delegato | 01/07/2019 |
Formazione di Todd McArthur Douma
Arizona State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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TMD & Associates, Inc.
![]() TMD & Associates, Inc. Investment ManagersFinance TMD & Associates, Inc. provides investment advice. The company is based in Scottsdale, AZ. The company was founded in 1994 by Todd McArthur Douma. TMD & Associates was acquired by One Charles Private Wealth LLC on July 01, 2019. | Finance |
One Charles Private Wealth Services LLC
![]() One Charles Private Wealth Services LLC Investment ManagersFinance One Charles Private Wealth Services LLC (One Charles) is a SEC-registered investment advisor and wealth management firm headquartered in Hingham, Massachusetts. The firm was founded by Paul Squarcia in 2015 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). One Charles provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. | Finance |
TMD Wealth Management LLC
![]() TMD Wealth Management LLC Investment ManagersFinance TMD Wealth Management LLC (TMD) is a SEC-registered investment advisor headquartered in Scottsdale, Arizona. The firm is a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). TMD provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. | Finance |
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