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TORTUGA WEALTH MANAGEMENT

TORTUGA WEALTH MANAGEMENT, INC.

CRD 153737 · SEC 801-124715

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1957 CARSON STREET, SUITE 100, TORRANCE, CA, 90501, United States

Phone

310-935-0275

Fax

310-606-2084

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$222.9M

Discretionary AUM

$222.9M

Team

4 total employees; 4 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals354$221.6M
Corporations/business entities4$1.3M

States served

AZ, CA, IL, LA, VA, TX

All web addresses on file

Official SEC filing: View on IAPD