Tomoro LLC
● SEC registered since 2026CRD 340227SEC# 801-136443Colts Neck, NJ
Reg. AUM
$335.6M
Employees
17
Accounts
1,683
Location
Colts Neck, NJ
About Tomoro
Tomoro provides independent wealth management and multi-family office services for pre-retirees, business owners, entrepreneurs, high-net-worth families, athletes, and other clients. Its planning covers wealth, growth and exits, family office needs, and long-term legacy decisions.
Summary based on the firm’s website.
Tomoro LLC assets under management
Tomoro LLC is a registered investment adviser overseen by the SEC based in Colts Neck, NJ. The firm has been registered since 2026. It reports $335.6 million in regulatory assets under management and employs 17 people.
Tomoro LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David J Mozeika Control | Managing Partner | Under 5% | 2026 |
| Jeremy Suarez Control | Managing Partner | Under 5% | 2026 |
| Joshua Taylor Jones | Chief Compliance Officer | Under 5% | 2026 |
| Todd S Levine Control | Managing Partner | Under 5% | 2026 |
| Tomoro Group, LLC Control | Owner | Over 75% | 2026 |
| David J Mozeika Control | Owner | 25-50% | 2026 |
| Jeremy Suarez Control | Owner | 25-50% | 2026 |
| Todd S Levine Control | Owner | 25-50% | 2026 |
Frequently asked questions
How much does Tomoro LLC manage?
Tomoro LLC reports $335.6 million in regulatory assets under management on its Form ADV.
How many employees does Tomoro LLC have?
Tomoro LLC reports 17 employees.
Where is Tomoro LLC located?
Tomoro LLC is based in Colts Neck, NJ and has been SEC-registered since 2026.
Does Tomoro LLC disclose fund performance?
Tomoro LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 293 Nj-34, Colts Neck, NJ 07722 |
| Phone | 732-528-2231 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,389 advisers
EmployeesTop 28%
More than 72% of 16,799 advisers
Assets under management
$335.6Mregulatory AUM
Discretionary $335.6M