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 registered investment adviser founded in 2020 and owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting services. Fee arrangements include percentage-of-AUM and fixed-fee engagements. Tumwater Wealth Management does not identify as an active ESG investor, and it is not positioned as a capital allocator; instead it appears to deploy third-party solutions alongside its core public-fund strategies. Investment activity is centered on publicly managed funds as the primary vehicle for client exposure, with portfolios built around mutual funds and similar pooled products. The adviser operates mainly on a discretionary basis for the bulk of its assets, suggesting that it implements model or customized portfolios on clients’ behalf rather than acting primarily in an advisory-only capacity.