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⚲
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| Tortuga Wealth Management Inc
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| |
|---|---|
| CRD # | 153737 |
| SEC # | 801-124715 |
| CIK # | |
| AUM | $136.9 MM (2024-03-25) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 310-935-0275 |
| Address | 1957 Carson Street Torrance, CA 90501 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 331 | 133.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 506 | 136.9 |
| By Discretionary | ||
| Discretionary | 506 | 136.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 506 | 136.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 136.0 | |
| Total | 506 | 136.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Financial Architects LLC
✚
|
GA | 0.1 |
|
Excomp Asset Management Ltd
✚
|
NY | 0.1 |
|
Capital Management Services Inc
✚
|
PA | 0.1 |
|
Pittsburgh Financial Planners Inc
✚
|
PA | 0.1 |
|
KOBO Wealth Conservancy LLC
✚
|
HI | 0.1 |
|
Willner & Heller LLC
✚
|
CA | 0.1 |
|
Cannon Advisors Inc
✚
|
NC | 0.1 |
|
David P Gilliam & Associates Inc
✚
|
IN | 0.1 |
|
Buchanan Wealth Management LLC
✚
|
VA | 0.1 |
|
Nolet Wealth Management LLC
✚
|
TX | 0.1 |