Tuttle Wealth Partners LLC

RIASEC Registered

Total AUM

$104M

Discretionary

$93.2M

89% of AUM

Avg account

$152K

Accounts

688

Employees

Advisory reps

Firm details

Headquarters: Brookhaven, Georgia
CRD number: 338406
Registered since: November 14, 2025
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals58.76%
HNWI30.66%
Pension & Profit Sharing Plans10.57%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Tuttle Wealth Partners LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2025. The firm serves both individual and family clients as well as institutional clients and acts as a capital allocator, offering financial planning and portfolio management across retail and institutional segments. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Tuttle Wealth Partners does not position itself as an active ESG investor and lists an insurance company affiliation among its industry ties.