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TORTOISE WEALTH MANAGEMENT
TORTOISE WEALTH MANAGEMENT LLC
CRD 332492
4667 SOUTH LAKESHORE DRIVE, SUITE 1, TEMPE, AZ, 85282, United States
Phone
480-242-1553
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$11.2M
Discretionary AUM
$11.2M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $5.3M |
| High net worth individuals | 7 | $5.9M |
All web addresses on file
Official SEC filing: View on IAPD