Tapa Private Wealth Inc.

Overview

Tapa Private Wealth Inc. is a corporation owned by an individual that provides fee-based advisory services focused on planning and portfolio management for individuals, small businesses, and institutions. The firm’s advisory offering includes financial planning alongside discretionary and non-discretionary portfolio management. Its stated fee arrangements include asset-based charges, hourly fees, and fixed-price engagements. Tapa is identified as an active ESG investor and lists commodity-related activity as part of its business operations, classifying itself as a CPO/CTA (commodity pool operator / commodity trading advisor). Regulatory status and certain firm classifications are limited in the source data: the adviser is not identified as a multi-state adviser, is not newly formed, and does not act as a pension consultant or related adviser.

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Location & Offices