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Tortuga Wealth Management, Inc.

● SEC registered since 2022CRD 153737SEC# 801-124715Torrance, CA
Export (members)
Reg. AUM
$156M
Employees
4
Accounts
507
Location
Torrance, CA

Tortuga Wealth Management, Inc. assets under management

Tortuga Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Torrance, CA. The firm has been registered since 2022. It reports $156 million in regulatory assets under management and employs 4 people.

Tortuga Wealth Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Angela Park Sheldon ControlVice President And Chief Compliance Officer50-75%2010
Kevin Lee Bidenkap ControlPresident50-75%2010

Frequently asked questions

How much does Tortuga Wealth Management, Inc. manage?

Tortuga Wealth Management, Inc. reports $156 million in regulatory assets under management on its Form ADV.

How many employees does Tortuga Wealth Management, Inc. have?

Tortuga Wealth Management, Inc. reports 4 employees.

Where is Tortuga Wealth Management, Inc. located?

Tortuga Wealth Management, Inc. is based in Torrance, CA and has been SEC-registered since 2022.

Does Tortuga Wealth Management, Inc. disclose fund performance?

Tortuga Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1957 Carson Street, Suite 100, Torrance, CA 90501
Phone310-935-0275
Fax310-606-2084
Office hours7:00a.m. - 4:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$156M
Non-discretionary$0
Total (RAUM)$156M