Tortuga Wealth Management, Inc.
● SEC registered since 2022CRD 153737SEC# 801-124715Torrance, CA
Reg. AUM
$222.9M
Employees
4
Accounts
604
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 $222.9 million in regulatory assets under management and employs 4 people.
Tortuga Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Park Sheldon Control | Vice President And Chief Compliance Officer | 50-75% | 2010 |
| Kevin Lee Bidenkap Control | President | 50-75% | 2010 |
Frequently asked questions
How much does Tortuga Wealth Management, Inc. manage?
Tortuga Wealth Management, Inc. reports $222.9 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
| Address | 1957 Carson Street, Suite 100, Torrance, CA 90501 |
| Phone | 310-935-0275 |
| Fax | 310-606-2084 |
| Office hours | 7:00a.m. - 4:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$222.9M▲ 43%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$222.9Mregulatory AUM
Discretionary $222.9M