TUMWATER WEALTH MANAGEMENT, LLC

101 S. Capitol Blvd. Ste. 1603
Boise, Idaho 83702
Tel: (208) 314-2114

About TUMWATER WEALTH MANAGEMENT, LLC

TUMWATER WEALTH MANAGEMENT, LLC, formally registered with the SEC as TUMWATER WEALTH MANAGEMENT, LLC. The firm was established in 02/20/2020. They have over 1 offices throughout the country.

TUMWATER WEALTH MANAGEMENT, LLC is a Boise, Idaho based Financial Planning firm with nearly $305,308,483 assets under management, offering retirement planning & investment advisory services to 698 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300443
SEC#	801-118103
Assets Managed by Firm	$305,308,483
No. of Clients	698
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	698	$305,308,483
Individuals (other than high net worth individuals)	152	$45,468,935
High net worth individuals	92	$182,417,850
Pension and profit sharing plans	20	$61,657,327
Charitable organizations	2	$2,329,608
Corporations or other businesses	3	$9,797,685

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