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TORTUGA WEALTH MANAGEMENT
1957 Carson Street
Suite 100
Torrance, California 90501
Tel: 310-935-0275
About TORTUGA WEALTH MANAGEMENT
TORTUGA WEALTH MANAGEMENT, formally registered with the SEC as TORTUGA WEALTH MANAGEMENT. The firm was established in 04/22/2022. They have over 1 offices throughout the country.
TORTUGA WEALTH MANAGEMENT is a Torrance, California based Financial Planning firm with nearly $156,006,704 assets under management, offering retirement planning & investment advisory services to 507 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153737 |
| SEC# | 801-124715 |
| Assets Managed by Firm | $156,006,704 |
| No. of Clients | 507 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 507 | $156,006,704 |
| High net worth individuals | 319 | $152,688,317 |
| Corporations or other businesses | 5 | $3,318,387 |
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