Investment adviser · CRD 153737
TORTUGA WEALTH MANAGEMENT
Investment adviser filing (IA)
TORTUGA WEALTH MANAGEMENT, INC.
TORRANCE, CA, United States · Form ADV filed Feb 13, 2026
- Regulatory AUM
- $223M Form ADV · Item 5.F
- Client accounts
- 604 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 354 | $221,594,116 | 99.4% |
| Corporations & businesses | 4 | $1,288,376 | 0.6% |
Filing source
Form ADV 2044291 · Feb 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1957 CARSON STREET, SUITE 100TORRANCE, CA, 90501, United States
CRD 153737
Filing source
Form ADV 2044291 · Feb 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.