Tuttle Wealth Partners LLC
● SEC registered since 2025CRD 338406SEC# 801-134636Brookhaven, GA
Reg. AUM
$104.2M
Employees
7
Accounts
688
Location
Brookhaven, GA
About Tuttle Wealth Partners
Tuttle Wealth provides financial planning, investment management, and insurance guidance for individuals and families. It emphasizes tracking changing conditions, analyzing markets, and adapting strategies so clients can make decisions with greater confidence.
Summary based on the firm’s website.
Tuttle Wealth Partners LLC assets under management
Tuttle Wealth Partners LLC operates as an SEC-registered investment adviser based in Brookhaven, GA. The firm has been registered since 2025. It reports $104.2 million in regulatory assets under management and employs 7 people.
Tuttle Wealth Partners LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ahmad Razi Karim Control | Chief Operating Officer | Under 5% | 2026 |
| Faye Michael Sykes Control | President | Over 75% | 2026 |
| Stephanie Maureen Barrett | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Tuttle Wealth Partners LLC manage?
Tuttle Wealth Partners LLC reports $104.2 million in regulatory assets under management on its Form ADV.
How many employees does Tuttle Wealth Partners LLC have?
Tuttle Wealth Partners LLC reports 7 employees.
Where is Tuttle Wealth Partners LLC located?
Tuttle Wealth Partners LLC is based in Brookhaven, GA and has been SEC-registered since 2025.
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
| Address | 2970 Clairmont Rd, Suite 940, Brookhaven, GA 30329 |
| 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
$104.2M▲ 39%
Mar '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,389 advisers
EmployeesTop 51%
More than 49% of 16,799 advisers
Assets under management
$104.2Mregulatory AUM
Discretionary $93.2MNon-discretionary $11M