Tuttle Wealth Partners LLC
● SEC registered since 2025CRD 338406SEC# 801-134636
Reg. AUM
$75.1M
Employees
5
Accounts
812
Location
—
Tuttle Wealth Partners LLC assets under management
Tuttle Wealth Partners LLC operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $75.1 million in regulatory assets under management and employs 5 people.
Tuttle Wealth Partners LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ahmad Razi Karim Control | Chief Operating Officer | Under 5% | 2026 |
| Faye Michael Sykes Control | President | 25-50% | 2026 |
| Fn Stacy Trust | Shareholder | 25-50% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Tuttle Wealth Partners LLC manage?
Tuttle Wealth Partners LLC reports $75.1 million in regulatory assets under management on its Form ADV.
How many employees does Tuttle Wealth Partners LLC have?
Tuttle Wealth Partners LLC reports 5 employees.
Does Tuttle Wealth Partners LLC disclose fund performance?
Tuttle Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (800) 781-1219 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$75.1MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$75.1Mregulatory AUM
Discretionary $65.1MNon-discretionary $10.1M