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| Tortuga Wealth Management Inc
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| CRD # | 153737 |
| SEC # | 801-124715 |
| CIK # | 0002118051 |
| AUM | 222.9 M (2026-02-13) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 310-935-0275 |
| Address | 1957 Carson Street Torrance, CA 90501 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.7 | ||
| Alphabet Inc | 7.6 | ||
| Apple Inc | 7.2 | ||
| Microsoft Corp | 6.6 | ||
| McKesson Corp | 5.7 | ||
| Amazon Com Inc | 3.6 | ||
| J P Morgan Chase & Co | 2.4 | ||
| International Business Machines Corp | 2.4 | ||
| Amgen Inc | 2.2 | ||
| Broadcom Inc | 2.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 354 | 221.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 604 | 222.9 |
| By Discretionary | ||
| Discretionary | 604 | 222.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 604 | 222.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 222.7 | |
| Total | 604 | 222.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002118051] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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