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Todd McArthur Douma
Directeur Général chez
TMD Wealth Management LLC
Profil
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.
He 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.
Postes actifs de Todd McArthur Douma
| Sociétés | Poste | Début |
|---|---|---|
TMD Wealth Management LLC
 TMD Wealth Management LLC Investment ManagersFinance TMD aims to help build, manage, and preserve their clients’ wealth, allowing them to meaningfully integrate life and wealth. They utilize a team approach in analyzing and planning their client’s investment portfolio, estate plan, cash flow, income taxes, and retirement. | Directeur Général | 01/10/2020 |
Anciens postes connus de Todd McArthur Douma
| Sociétés | Poste | Fin |
|---|---|---|
One Charles Private Wealth Services LLC
 One Charles Private Wealth Services LLC Investment ManagersFinance One Charles seeks to help build, manage, and preserve their clients’ wealth utilizes a team approach in analyzing and planning their client’s investment portfolio, estate plan, cash flow, income taxes, and retirement. | Membre du Comité d'Investissement | 01/09/2020 |
TMD & Associates, Inc.
 TMD & Associates, Inc. Investment ManagersFinance Provides investment advice | Directeur Général | 01/07/2019 |
Formation de Todd McArthur Douma
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
59
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Arizona State University
 Arizona State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
TMD & Associates, Inc.
TMD & Associates, Inc. Investment ManagersFinance Provides investment advice | Finance |
One Charles Private Wealth Services LLC
One Charles Private Wealth Services LLC Investment ManagersFinance One Charles seeks to help build, manage, and preserve their clients’ wealth utilizes a team approach in analyzing and planning their client’s investment portfolio, estate plan, cash flow, income taxes, and retirement. | Finance |
TMD Wealth Management LLC
TMD Wealth Management LLC Investment ManagersFinance TMD aims to help build, manage, and preserve their clients’ wealth, allowing them to meaningfully integrate life and wealth. They utilize a team approach in analyzing and planning their client’s investment portfolio, estate plan, cash flow, income taxes, and retirement. | Finance |
