⚲
|
Tumwater Wealth Management LLC
✚
|
|
---|---|
CRD # | 300443 |
SEC # | 801-118103 |
CIK # | |
AUM | $305.3 MM (2024-03-20) |
Employees | 4 (50% Investors, 0% Brokers) |
Phone | 208-314-2114 |
Address | 101 S Capitol Blvd Ste 1603 Boise, ID 83702 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 175 | 49.7 |
(b) Individuals (high net worth individuals) | 73 | 152.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 21 | 53.5 |
(h) Charitable organizations | 3 | 1.8 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 1 | 3.1 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 3 | 18.3 |
(n) Other | 0 | 0.0 |
Total | 663 | 278.8 |
By Discretionary | ||
Discretionary | 644 | 236.0 |
Non-Discretionary | 19 | 42.8 |
Total | 663 | 278.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 278.8 | |
Total | 663 | 278.8 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
CornerStone Financial Planning LLC
✚
|
NH | 0.3 |
Wasserman Wealth Management LLC
✚
|
MI | 0.3 |
Kathleen S Wright Associates Inc
✚
|
PA | 0.3 |
Nikulski Financial Inc
✚
|
IA | 0.3 |
Boyd Wealth Management LLC
✚
|
CA | 0.3 |
Avisen Advisors LLC
✚
|
CA | 0.3 |
Wealth Navigation LLC
✚
|
UT | 0.3 |
Innealta Capital LLC
✚
|
TX | 0.3 |
Legacy Wealth Management LLC
✚
|
ID | 0.3 |
Sharp Wealth Advisory LLC
✚
|
PA | 0.3 |