Brad Tonoff

Employer firm

Penmar Wealth Management LLC CRD 338462

$151.5K regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Penmar Wealth Management Llc

Santa Monica, CA • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-03-25
CA	RA	APPROVED	2025-10-03

NJ RA
APPROVED

Since 2026-03-25
CA RA
APPROVED

Since 2025-10-03

Branch Locations

Santa Monica, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Penmar Wealth Management Llc	Santa Monica	CA	09/2025	Present
Penmar Wealth Management Llc	Santa Monica	CA	08/2025	Present
Bjt Solutions Inc.	Santa Monica	CA	12/2023	Present
Brad Tonoff Sole Propreitor	Los Angeles	CA	10/2020	12/2023
Independent Insurance Agent	Los Angeles	CA	06/2021	12/2023
Crossborder Solutions	New York	NY	03/2020	07/2020
Health Platforms Inc.	New York	NY	10/2017	02/2020
New York Life Insurance Company	New York	NY	07/2015	09/2017

09/2025 → Present

Penmar Wealth Management Llc

Santa Monica, CA
08/2025 → Present

Penmar Wealth Management Llc

Santa Monica, CA
12/2023 → Present

Bjt Solutions Inc.

Santa Monica, CA
10/2020 → 12/2023

Brad Tonoff Sole Propreitor

Los Angeles, CA
06/2021 → 12/2023

Independent Insurance Agent

Los Angeles, CA
03/2020 → 07/2020

Crossborder Solutions

New York, NY
10/2017 → 02/2020

Health Platforms Inc.

New York, NY
07/2015 → 09/2017

New York Life Insurance Company

New York, NY

Other Businesses

BJT SOLUTIONS INC.; INVESTMENT RELATED; SANTA MONICA, CA; 12/2023; CEO/INSURANCE AGENT/ MARKETING CONSULTANT; INSURANCE AND ANNUITY PRODUCT SALES; 50HRS/MONTH INCLUDING DURING TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-07-15

S65 Uniform Investment Adviser Law Examination

2025-07-15

View on SEC IAPD