Tumwater Wealth Management, LLC

RIASEC RegisteredEst. 2020

Total AUM

$407M

Discretionary

$349M

86% of AUM

Avg account

$464K

Accounts

877

Employees

Advisory reps

Firm details

Headquarters: Boise, Idaho
CRD number: 300443
Registered since: February 20, 2020
Website: tumwaterwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI66.86%
Pension & Profit Sharing Plans19.9%
Individuals11.8%
Corporations / Businesses1.44%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Tumwater Wealth Management, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2020. The firm serves both individuals/families and institutional clients and charges fees based on a percentage of assets under management as well as fixed-fee arrangements. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Tumwater does not identify as an active ESG investor and is not designated as a multi-state or related adviser.