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TUMWATER WEALTH MANAGEMENT, LLC
CRD 300443 · SEC 801-118103
110 W MAIN ST, BOISE, ID, 83702, United States
Phone
(208) 314-2114
Fax
(208)485-4629
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$406.6M
Discretionary AUM
$349.2M
Team
4 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 171 | $48.0M |
| High net worth individuals | 113 | $271.8M |
| Pension/profit sharing plans | 21 | $80.9M |
| Insurance companies | 1 | $578 |
| Corporations/business entities | 4 | $5.9M |
States served
CA, ID, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD