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| Keyboard |
| Tuttle Wealth Partners LLC
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|---|---|
| CRD # | 338406 |
| SEC # | 801-134636 |
| CIK # | |
| AUM | 75.1 M (2026-04-27) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-781-1219 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 533 | 33.3 |
| (b) Individuals (high net worth individuals) | 32 | 31.7 |
| (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 | 17 | 10.1 |
| (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 | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 812 | 75.1 |
| By Discretionary | ||
| Discretionary | 527 | 65.1 |
| Non-Discretionary | 285 | 10.1 |
| Total | 812 | 75.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 75.1 | |
| Total | 812 | 75.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Weigel Fiduciary Asset Management
✚
|
76.1 M | |
|
Active Wealth Advisors LLC
✚
|
NJ | 75.4 M |
|
Kane Financial LLC
✚
|
NY | 75.2 M |
|
Whalen Capital Inc
✚
|
WI | 75.1 M |
|
Financial Planning Associates LLC
✚
|
NY | 74.7 M |
|
RCN Wealth Advisors Inc
✚
|
74.5 M | |
|
Lytle Investment Services Corp
✚
|
NY | 74.3 M |
|
Aspire Private Wealth Counsel LLC
✚
|
TN | 74.3 M |
|
Rpata LLC
✚
|
74.2 M | |
|
Reynolds Capital Management LLC
✚
|
NV | 74.2 M |