Tumwater Wealth Management LLC

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Assets, Funds, Holdings

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Tumwater Wealth Management LLC
CRD #300443
SEC #801-118103
CIK #
AUM $305.3 MM (2024-03-20)
Employees 4 (50% Investors, 0% Brokers)
Phone208-314-2114
Address101 S Capitol Blvd Ste 1603
Boise, ID 83702
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
3502802101407002009201420192025
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
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MI 0.3
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Boyd Wealth Management LLC
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Wealth Navigation LLC
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Innealta Capital LLC
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Legacy Wealth Management LLC
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Sharp Wealth Advisory LLC
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