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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

TIAA WEALTH INVESTMENT MANAGEMENT LLC

CRD 334925

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5d87703f-48e0-eb86-6b76-dae474bfd849

Data as of Aug 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 0
On other graphs: 0
Observed: Mar 10, 2025 to Aug 17, 2026
6 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=5.0
Regulatory AUM: $0Item 5.F on the latest filing (2026-08-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 7
Employees: 5
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 0
SEC number: 801-132296
CIK: 2124867
CRD: 334925
Filings on the tape: 6
First filed: Mar 10, 2025
Latest filed: Aug 17, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
ROBERT RUSSELL MARSHALL	n/a	Charlottesville, VA \| Richmond, VA	23	2	no
BRYAN KEITH WHITE	Chartered Financial Analyst	Charlotte, NC	32	n/a	no
MAIRAJ ELAHI	Chartered Financial Analyst	Huntersville, NC \| Charlotte, NC	14	n/a	no
CHARLES EDWARD JEANNE	Chartered Financial Analyst	Matthews, NC \| Charlotte, NC	38	n/a	no
Ryan A Miller	Chartered Financial Analyst	Charlotte, NC \| Indian Trail, NC	18	n/a	no
Eric Anthony Smith	n/a	Charlotte, NC	12	n/a	no
Niladri Mukherjee	n/a	Hoboken, NJ \| New York, NY	19	1	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BADWE, RASHMI, DILIP	ELECTED MANAGER	Na	yes	10/2025	Aug 17, 2026	Aug 17, 2026
Deats, James, J	ELECTED MANAGER	Na	yes	10/2025	Aug 17, 2026	Aug 17, 2026
Intihar, Jeremy, Ross	CHIEF COMPLIANCE OFFICER	Na	yes	02/2025	Aug 17, 2026	Aug 17, 2026
Mukherjee, Niladri	PRESIDENT AND CHIEF EXECUTIVE OFFICER	Na	yes	02/2025	Aug 17, 2026	Aug 17, 2026
ONEILL, CHRISTOPHER, PATRICK	ELECTED MANAGER	Na	yes	04/2026	Aug 17, 2026	Aug 17, 2026
TEACHERS INSURANCE AND ANNUITY	SOLE OWNER	E	yes	01/2025	Aug 17, 2026	Aug 17, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 30, 2026	$0	$0	5	1	1	n/a	n/a
2024	Mar 10, 2025	$0	$0	2	1	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$0	$0	n/a	n/a	n/a	5	2	1	1

Relationships

Controls (6)

← Deats, James, JOwnerELECTED MANAGER, ownership code NA, individual
Aug 17, 2026 to presentfactForm ADV
← ONEILL, CHRISTOPHER, PATRICKOwnerELECTED MANAGER, ownership code NA, individual
Aug 17, 2026 to presentfactForm ADV
← BADWE, RASHMI, DILIPOwnerELECTED MANAGER, ownership code NA, individual
Aug 17, 2026 to presentfactForm ADV
← Mukherjee, NiladriOwnerPRESIDENT AND CHIEF EXECUTIVE OFFICER, ownership code NA, individual
Aug 17, 2026 to presentfactForm ADV
← TEACHERS INSURANCE AND ANNUITYOwnerSOLE OWNER, ownership code E, domestic entity
Aug 17, 2026 to presentfactForm ADV
← Intihar, Jeremy, RossOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 17, 2026 to presentfactForm ADV

Registered with (7)

← Niladri MukherjeeAdvisorregistration: current employment
Apr 21, 2026 to presentfactForm ADV
← Eric Anthony SmithAdvisorregistration: current employment
Feb 26, 2026 to presentfactForm ADV
← Ryan A MillerAdvisorregistration: current employment
Nov 10, 2025 to presentfactForm ADV
← CHARLES EDWARD JEANNEAdvisorregistration: current employment
Nov 4, 2025 to presentfactForm ADV
← MAIRAJ ELAHIAdvisorregistration: current employment
Oct 30, 2025 to presentfactForm ADV
← BRYAN KEITH WHITEAdvisorregistration: current employment
Oct 16, 2025 to presentfactForm ADV
← ROBERT RUSSELL MARSHALLAdvisorregistration: current employment
Oct 10, 2025 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5d87703f-48e0-eb86-6b76-dae474bfd849
First observed: Mar 10, 2025
Last observed: Aug 17, 2026 35 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TIAA WEALTH INVESTMENT MANAGEMENT LLC

CRD 334925

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5d87703f-48e0-eb86-6b76-dae474bfd849

Data as of Aug 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:55 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT RUSSELL MARSHALL

n/a

Charlottesville, VA | Richmond, VA

BRYAN KEITH WHITE

Chartered Financial Analyst

Charlotte, NC

n/a

MAIRAJ ELAHI

Chartered Financial Analyst

Huntersville, NC | Charlotte, NC

n/a

CHARLES EDWARD JEANNE

Chartered Financial Analyst

Matthews, NC | Charlotte, NC

n/a

Ryan A Miller

Chartered Financial Analyst

Charlotte, NC | Indian Trail, NC

n/a

Eric Anthony Smith

n/a

Charlotte, NC

n/a

Niladri Mukherjee

n/a

Hoboken, NJ | New York, NY

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BADWE, RASHMI, DILIP

ELECTED MANAGER

yes

10/2025

Aug 17, 2026

Deats, James, J

ELECTED MANAGER

yes

10/2025

Aug 17, 2026

Intihar, Jeremy, Ross

CHIEF COMPLIANCE OFFICER

yes

02/2025

Aug 17, 2026

Mukherjee, Niladri

PRESIDENT AND CHIEF EXECUTIVE OFFICER

yes

02/2025

Aug 17, 2026

ONEILL, CHRISTOPHER, PATRICK

ELECTED MANAGER

yes

04/2026

Aug 17, 2026

TEACHERS INSURANCE AND ANNUITY

SOLE OWNER

yes

01/2025

Aug 17, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 30, 2026

n/a

2024

Mar 10, 2025

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

n/a