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Building 2TUTTLE WEALTH PARTNERS LLC

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Phone(800) 781-1219
NotebookSEC #801-134636
Total AUM
$75.1M
Employees
5
Clients
582

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
BY APPOINTMENT ONLY
Phone
(800) 781-1219
Other Offices
4

ReceiptFinancials

Total AUM
$75.1M
Accounts
812
Discretionary
$65.1M
Accounts
527
Non-Discretionary
$10.1M
Accounts
285

ContactClients

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Individual Clients
533
AUM
$33.3M
HNW Individual Clients
32
AUM
$31.7M
Pension/Profit Sharing Plan Clients
17
AUM
$10.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLGALANCNYSCTNTXWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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