Tushaus Wealth Management
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 314067
- Website
- tushausgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.68%
- Individuals23.64%
- Charitable Organizations0.68%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Tushaus Wealth Management is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual and family clients and institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. Its fee model mixes percentage-of-assets-under-management with fixed fees. The firm does not identify as an active ESG investor and is not positioned as a pension consultant; it also lists an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds81%
- Exchange Traded Equities9%
- Cash & Cash Equivalents8%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 5Jake Crawford
Investment Adviser RepresentativeCRD 7484154

Chase Tushaus
PartnerCRD 5412008

David Ostrom
Investment Adviser RepresentativeCRD 7861848
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 9141 E Hidden Spur Trl
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
SBC Investment Management, LLC
RIAScottsdale, AZ
Busine Wealth
RIAScottsdale, AZ
Radix Wealth
RIAScottsdale, AZ
Sun Valley Advisory
RIAScottsdale, AZ
Zenith Investment Management, LLC
RIAScottsdale, AZ
Karpinski Financial, LLC
RIAScottsdale, AZ