TOBERMAN BECKER WEALTH, LLC

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UUID2cdc4c3d-f2e4-5a9b-b0d3-9d6896d10b5c

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:54

Updated2025-10-23 02:24:37

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	310346	310346	—	1.0
sec_file_number	801-131395	801-131395	—	—

Profile

Websitehttps://www.facebook.com/tobermanbecker

HQ CityST. LOUIS

HQ StateMO

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)115,094,690.0
RAUM (discretionary)115,094,690.0
Actionable assets99,675,698.0
Accounts385.0

Institutional Clients

Government AUM0.0
Pension AUM0.0
Charitable AUM0.0
HNW AUM99,675,694.0

As of 2025-07-03 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
Becker, Michael, Orion	PARTNER, MEMBER	OFFICER	—	{"filing_id": "2013301", "owner_id": "6761484", "source": "adv_part1", "table": "Schedule_A_B"}
TOBERMAN, CRAIG, ALLEN	PARTNER, CCO, MEMBER	OFFICER	—	{"filing_id": "2013301", "owner_id": "6306558", "source": "adv_part1", "table": "Schedule_A_B"}
Siegel, Tom, Wayne	MEMBER	EMPLOYEE	—	{"filing_id": "2013301", "owner_id": "7126454", "source": "adv_part1", "table": "Schedule_A_B"}

Name

Title

Role

Evidence

Becker, Michael, Orion

PARTNER, MEMBER

OFFICER

—

{"filing_id": "2013301", "owner_id": "6761484", "source": "adv_part1", "table": "Schedule_A_B"}

TOBERMAN, CRAIG, ALLEN

PARTNER, CCO, MEMBER

OFFICER

—

{"filing_id": "2013301", "owner_id": "6306558", "source": "adv_part1", "table": "Schedule_A_B"}

Siegel, Tom, Wayne

MEMBER

EMPLOYEE

—

{"filing_id": "2013301", "owner_id": "7126454", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:37 • csv
```
{
  "date_submitted": "09/02/2025 04:54:26 PM",
  "filing_id": "2013301",
  "reg_type": "IA"
}
```

TOBERMAN BECKER WEALTH, LLC

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1