Overview
Assets Under Management: $156 million
Headquarters: TORRANCE, CA
High-Net-Worth Clients: 319
Average Client Assets: $478,646
Frequently Asked Questions
TORTUGA WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153737), TORTUGA WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
TORTUGA WEALTH MANAGEMENT, INC. is headquartered in TORRANCE, CA.
TORTUGA WEALTH MANAGEMENT, INC. serves 319 high-net-worth clients according to their SEC filing dated February 04, 2025. View client details ↓
According to their SEC Form ADV, TORTUGA WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
TORTUGA WEALTH MANAGEMENT, INC. manages $156 million in client assets according to their SEC filing dated February 04, 2025.
According to their SEC Form ADV, TORTUGA WEALTH MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 319
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.87
Average High-Net-Worth Client Assets: $478,646
Total Client Accounts: 507
Discretionary Accounts: 507
Regulatory Filings
CRD Number: 153737
Last Filing Date: 2025-02-04 00:00:00
Website: https://tortugawealth.com