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TORTUGA WEALTH MANAGEMENT
Legal name: TORTUGA WEALTH MANAGEMENT, INC.
CRD 153737File 801-124715
APPROVED
Retail clients
Custody
Filing as of Feb 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$222.9M
Below cohort median (national)
Discretionary AUM
$222.9M
Clients
358
604 accounts
Employees
4
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 22, 2022
- Principal office
- 1957 CARSON STREET, SUITE 100, TORRANCE, CA, 90501
- Phone
- 310-935-0275
- Website
- HTTP://WWW.TORTUGAWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $222.9M
- Discretionary AUM
- $222.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 604
- Non-discretionary accounts
- 0
- Total accounts
- 604
- AUM per client
- $623K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $1.3M |
| High net worth individuals | 354 | $221.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.