TUSHAUS WEALTH MANAGEMENT

Overview

Tushaus Wealth Management is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm serves both individual and family clients as well as some institutional relationships, delivering financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Fee arrangements combine a percentage-of-assets model with fixed-fee engagements. From its regulatory disclosures, Tushaus tilts portfolio implementation toward pooled public vehicles—mutual funds and other public funds—while also accessing private-market strategies through third‑party managers. The firm is not positioned as a multi‑state adviser or an active ESG investor, and it does not list itself as a capital allocator; instead it appears to blend traditional managed portfolios with selective private-market allocations to meet client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices