TUMWATER WEALTH MANAGEMENT, LLC

CRD 300443File 801-118103

APPROVED

Retail clients

Filing as of Aug 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$406.6M

Below cohort median (national)

Discretionary AUM

$349.2M

Non-discretionary $57.4M

Clients

310

877 accounts

Employees

Above cohort median in ID

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Feb 20, 2020
Principal office: 110 W MAIN ST, BOISE, ID, 83702
Phone: (208) 314-2114
Website: https://www.tumwaterwealth.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $406.6M
Discretionary AUM: $349.2M
Non-discretionary AUM: $57.4M
Discretionary accounts: 861
Non-discretionary accounts: 16
Total accounts: 877
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$5.9M
Insurance companies	Fewer than 5	$578
High net worth individuals	113	$271.8M
Pension and profit sharing plans	21	$80.9M
Individuals (other than high net worth individuals)	171	$48.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
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 11

This 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.