1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TORTUGA WEALTH MANAGEMENT

Map pinTORRANCE, CA
Phone310-935-0275
NotebookSEC #801-124715
Total AUM
$222.9M
Employees
4
Clients
358

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1957 CARSON STREET
SUITE 100
TORRANCE
CA 90501
United States
Operating Hours
7:00AM - 4:00PM
Monday - Friday
Phone
310-935-0275

ReceiptFinancials

Total AUM
$222.9M
Accounts
604
Discretionary
$222.9M
Accounts
604
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

HNW Individual Clients
354
AUM
$221.6M
Corporation or Business Clients
4
AUM
$1.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAILLATXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account