Tumwater Wealth Management, LLC
● SEC registered since 2020CRD 300443SEC# 801-118103Boise, ID
Reg. AUM
$406.6M
Employees
4
Accounts
877
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 $406.6 million in regulatory assets under management and employs 4 people.
Tumwater Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Carl Warren Control | Managing Member & Chief Compliance Officer | 50-75% | 2018 |
| Kirsten A Warren Control | Member | 50-75% | 2018 |
Frequently asked questions
How much does Tumwater Wealth Management, LLC manage?
Tumwater Wealth Management, LLC reports $406.6 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
| Address | 110 W Main St, Boise, ID 83702 |
| Phone | (208) 314-2114 |
| Fax | (208)485-4629 |
| Office hours | 7:00a.m. - 4:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$406.6M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$406.6Mregulatory AUM
Discretionary $349.2MNon-discretionary $57.4M