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| Tumwater Wealth Management LLC
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|---|---|
| CRD # | 300443 |
| SEC # | 801-118103 |
| CIK # | 0002034579 |
| AUM | 406.6 M (2026-03-06) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 208-314-2114 |
| Address | 110 W Main St Boise, ID 83702 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002034579 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Chevron Corp | 2.4 | ||
| Caterpillar Inc | 1.5 | ||
| Apple Inc | 1.4 | ||
| Microsoft Corp | 0.9 | ||
| Idacorp Inc | 0.8 | ||
| Seagate Technology PLC | 0.6 | ||
| Keysight Technologies Inc | 0.5 | ||
| Costco Wholesale Corp /NEW | 0.5 | ||
| J P Morgan Chase & Co | 0.4 | ||
| Wal Mart Stores Inc | 0.4 | ||
| Freeport McMoran Copper & Gold Inc | 0.3 | ||
| Micron Technology Inc | 0.3 | ||
| Oracle Corp | 0.3 | ||
| Nvidia Corp | 0.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 171 | 48.0 |
| (b) Individuals (high net worth individuals) | 113 | 271.8 |
| (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 | 80.9 |
| (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 | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 5.9 |
| (n) Other | 0 | 0.0 |
| Total | 877 | 406.6 |
| By Discretionary | ||
| Discretionary | 861 | 349.2 |
| Non-Discretionary | 16 | 57.4 |
| Total | 877 | 406.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 406.6 | |
| Total | 877 | 406.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002034579] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Navigoe LLC
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CA | 407.8 M |
|
MAXQ Asset Management LLC
✚
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CO | 407.7 M |
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Compass Financial Services Inc
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IA | 407.4 M |
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Wealthcare Capital Partners LLC
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PA | 407.4 M |
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Jr Prunier Capital Management LLC
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MA | 407.0 M |
|
Womack Wealth Management Inc
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CA | 406.9 M |
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Kingsmark Private Financial Advisors LLC
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GA | 406.5 M |
|
Clarity Capital Advisors LLC
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|
FL | 406.3 M |
|
Ballast Rock Private Wealth LLC
✚
|
SC | 405.7 M |
|
Northland Securities Inc
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|
MN | 405.5 M |