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Tumwater Wealth Management, LLC

● SEC registered since 2020CRD 300443SEC# 801-118103Boise, ID
Export (members)
Reg. AUM
$349.5M
Employees
4
Accounts
875
Location
Boise, ID

Tumwater Wealth Management, LLC assets under management

Tumwater Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Boise, ID. The firm has been registered since 2020. It reports $349.5 million in regulatory assets under management and employs 4 people.
www.tumwaterwealth.comView on SEC.gov ↗

Tumwater Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Benjamin Carl Warren ControlManaging Member & Chief Compliance Officer50-75%2018
Kirsten A Warren ControlMember50-75%2018

Frequently asked questions

How much does Tumwater Wealth Management, LLC manage?

Tumwater Wealth Management, LLC reports $349.5 million in regulatory assets under management on its Form ADV.

How many employees does Tumwater Wealth Management, LLC have?

Tumwater Wealth Management, LLC reports 4 employees.

Where is Tumwater Wealth Management, LLC located?

Tumwater Wealth Management, LLC is based in Boise, ID and has been SEC-registered since 2020.

Does Tumwater Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address110 W Main St, Boise, ID 83702
Phone(208) 314-2114
Fax(208)485-4629
Office hours7:00a.m. - 4:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$306M
Non-discretionary$43.5M
Total (RAUM)$349.5M