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| Tortuga Wealth Management Inc
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|
|---|---|
| CRD # | 153737 |
| SEC # | 801-124715 |
| CIK # | |
| AUM | $156.0 M (2025-02-04) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 310-935-0275 |
| Address | 1957 Carson Street Torrance, CA 90501 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 319 | 152.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 507 | 156.0 |
| By Discretionary | ||
| Discretionary | 507 | 156.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 507 | 156.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 155.1 | |
| Total | 507 | 156.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Elevate Capital Advisors Inc
✚
|
CO | 0.2 |
|
D & G Advisory Group LLC
✚
|
0.2 | |
|
Larimer Capital Corp
✚
|
CO | 0.2 |
|
Blueprint Wealth Management LLC
✚
|
FL | 0.2 |
|
Golden Bay Advisors LLC
✚
|
0.2 | |
|
Risley Capital Management LLC
✚
|
MO | 0.2 |
|
191 Godwin Associates Inc D/B/A Godwin Capital Management
✚
|
NJ | 0.2 |
|
Cassady Wealth & Retirement Planning LLC
✚
|
NV | 0.2 |
|
Vigil Wealth Management LLC
✚
|
FL | 0.2 |
|
The Archer Consulting Group LLC
✚
|
LA | 0.2 |