# David Mozeika

> David Mozeika is a fee-only financial advisor at Tomoro in Red Bank, New Jersey. David focuses on founders (pre-exit). Tomoro reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-mozeika/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Tomoro
- **Based in:** Red Bank, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $335.6M across 1,683 accounts
- **Specialties:** Founders (pre-exit)
- **Works with:** Pre-retirees, Founders, Multi-generational families
- **CRD:** 4441724 (https://adviserinfo.sec.gov/individual/summary/4441724)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 66 (2013)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** https://www.tomoronow.com

## Frequently asked questions

### Is David Mozeika a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Tomoro reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Tomoro, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is David Mozeika based?

David Mozeika is based in Red Bank, New Jersey.

### What does David specialize in?

David's specialties include founders (pre-exit). David works with pre-retirees, founders and multi-generational families.

### Is David Mozeika registered with the SEC?

Yes. David Mozeika is registered as an investment adviser representative in NJ (CRD 4441724), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tomoro manage?

Tomoro reports $335.6M across 1,683 accounts in assets under management.

### How do I contact David Mozeika?

Through David's website, www.tomoronow.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4441724): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://tomoronow.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.