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TUTTLE WEALTH PARTNERS LLC
CRD 338406File 801-134636
APPROVED
Retail clients
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$75.1M
Bottom 25% of cohort (national)
Discretionary AUM
$65.1M
Non-discretionary $10.1M
Clients
582
812 accounts
Employees
5
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 14, 2025
- Principal office
- Not reported
- Phone
- (800) 781-1219
- Website
- https://www.TuttleWealth.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $75.1M
- Discretionary AUM
- $65.1M
- Non-discretionary AUM
- $10.1M
- Discretionary accounts
- 527
- Non-discretionary accounts
- 285
- Total accounts
- 812
- AUM per client
- $129K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 32 | $31.7M |
| Pension and profit sharing plans | 17 | $10.1M |
| Individuals (other than high net worth individuals) | 533 | $33.3M |
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 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 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.