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| Happy Holidays!! thanks for using AUM13F!! |
| Tumwater Wealth Management LLC
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| CRD # | 300443 |
| SEC # | 801-118103 |
| CIK # | 0002034579 |
| AUM | $349.5 M (2025-07-11) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 208-314-2114 |
| Address | 110 W Main St Boise, ID 83702 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002034579 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Chevron Corp | 2.1 | ||
| Microsoft Corp | 1.4 | ||
| Apple Inc | 1.0 | ||
| United Technologies Corp /DE/ | 0.7 | ||
| Idacorp Inc | 0.6 | ||
| Caterpillar Inc | 0.5 | ||
| Costco Wholesale Corp /NEW | 0.5 | ||
| Oracle Corp | 0.5 | ||
| Alphabet Inc | 0.4 | ||
| J P Morgan Chase & Co | 0.4 | ||
| Facebook Inc | 0.4 | ||
| Keysight Technologies Inc | 0.3 | ||
| Wal Mart Stores Inc | 0.3 | ||
| Exxon Mobil Corp | 0.3 | ||
| Amazon Com Inc | 0.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 173 | 61.6 |
| (b) Individuals (high net worth individuals) | 78 | 203.3 |
| (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 | 19 | 71.2 |
| (h) Charitable organizations | 2 | 2.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 4.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 6.7 |
| (n) Other | 0 | 0.0 |
| Total | 875 | 349.5 |
| By Discretionary | ||
| Discretionary | 867 | 306.0 |
| Non-Discretionary | 8 | 43.5 |
| Total | 875 | 349.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 349.5 | |
| Total | 875 | 349.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002034579] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sagebroadview Wealth Management LLC
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|
CT | 0.4 |
|
Eaglebrook Advisors Inc
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|
MD | 0.4 |
|
Keyes Stange & Wooten Wealth Management LLC
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|
FL | 0.4 |
|
Adirondack Capital Advisors LLC
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|
NY | 0.4 |
|
The Karras Company Inc
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|
UT | 0.3 |
|
Beaumont Asset Management LLC
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|
TX | 0.3 |
|
Southbridge Advisors LLC
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|
GA | 0.3 |
|
Virginia Wealth Management Group Inc
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|
VA | 0.3 |
|
Graystone Partners Wealth Management LLC
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|
AZ | 0.3 |
|
Kerberos Capital Management LLC
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|
IL | 0.3 |