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 a Florida-based corporate adviser owned by an individual and focused on advisory services for private clients and small institutions. The firm offers financial planning and portfolio management for individuals, small businesses and business or institutional clients, and lists CPO/CTA activity as part of its business mix — indicating a capability or interest in commodity-focused strategies. Fee arrangements include a percentage of assets under management, hourly billing and fixed fees, and the firm reports an active ESG investing stance as part of its investment approach. Tapa Private Wealth is state-registered in Florida and operates from a single office.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
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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