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TWEET MANAGEMENT SERVICES, INC.
CRD 156730 · SEC 801-135865
5480 BALTIMORE DR. #206, LA MESA, CA, 91942, United States
Phone
619-867-4855
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$120.5M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $42.6M |
| High net worth individuals | 43 | $76.0M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD