|
⚲
|
| Tumwater Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 300443 |
| SEC # | 801-118103 |
| CIK # | |
| AUM | $278.8 MM (2023-03-14) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 208-314-2114 |
| Address | 101 S Capitol Blvd Ste 1603 Boise, ID 83702 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($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) |
|---|---|---|
|
Pflug Koory LLC
✚
|
NE | 0.3 |
|
Asset Planning Services Inc
✚
|
LA | 0.3 |
|
KKM Financial LLC
✚
|
IL | 0.3 |
|
RFP Financial Group LLC
✚
|
GA | 0.3 |
|
Sanchez Wealth Management Group LLC
✚
|
FL | 0.3 |
|
Coign Capital Advisors LLC
✚
|
UT | 0.3 |
|
SARD Wealth Management Group LLC
✚
|
GA | 0.3 |
|
Resource Planning Group Ltd
✚
|
GA | 0.3 |
|
PhiloSmith Capital Corporation
✚
|
CT | 0.3 |
|
Highview Capital Management LLC
✚
|
IL | 0.3 |