Tuttle Wealth Partners LLC

Overview

Tuttle Wealth Partners LLC is an independent registered investment adviser organized as a corporation and listed as SEC-registered in 2025. The firm describes itself as a capital allocator that serves both individual and family clients as well as institutional investors. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm’s stated advisory services include financial planning, portfolio management for individuals/small businesses and for institutions, pension consulting services, and the selection of other advisers. The firm is affiliated with another investment adviser and an insurance company and is structured with both a domestic-entity and individual ownership. Tuttle Wealth Partners does not identify as an active ESG investor and is not flagged as a multi-state adviser. The firm indicates it acts as a related adviser to other entities, and it lists selection of third-party managers as part of its service mix, reflecting a role that can include sourcing external managers and delegated allocation.

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