TAPA PRIVATE WEALTH INC.

Overview

Tapa Private Wealth Inc. is organized as a corporation controlled by an individual owner and operates as an adviser that provides financial planning and portfolio management for individuals, small businesses, and other businesses or institutions. Its revenue model includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm is identified in FINTRX as engaging in “other financial product” sales activities and is marked as an active ESG investor, which suggests environmental, social, or governance considerations play a role in manager or security selection. The registry indicates the adviser is not classified as a multi-state firm, is not a pension consultant, and is not reported as a related adviser. SEC registration year is not listed in the provided data.

Assets & Accounts

Investments & Alternatives