Tapa Private Wealth Inc.
Firm details
- Headquarters
- Key West, Florida
- CRD number
- 337994
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Tapa Private Wealth Inc. is organized as a corporation controlled by an individual owner and operates as an adviser offering financial planning and portfolio management for individuals, small businesses, and institutional clients. The firm reports activities consistent with CPO/CTA work, indicating experience or registration related to commodity pools or commodity trading advice. Its stated fee arrangements include asset-based fees, hourly billing, and fixed fees. The firm identifies itself as an active ESG investor, suggesting environmental, social, and governance factors play a role in its investment process.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Gurkan Tapa
President and CEOCRD 8135159
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Key West, FL
Monroe
Location
Key West, FL
Headquartered in Key West, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Monroe
- Address
- 422 Fleming St
- Time zone
- ET (UTC-5)
- Office locations
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