Tortuga Wealth Management
Tortuga Wealth Management is an SEC-registered mass-market adviser in Torrance, CA with $222.9M assets under management (AUM, regulatory AUM), +43% over one year. See who owns Tortuga Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 153737, SEC 801-124715, data through 2026-02-13.
- AUM (assets under management / regulatory AUM)
- $222.9M (2026-02-13)
- Firm type
- Mass-Market Adviser
- Location
- Torrance, CA
- Employees
- 4
- Clients
- 358
- CRD
- 153737
- Ownership
- BIDENKAP, KEVIN, LEE; SHELDON, ANGELA, PARK
How much AUM does Tortuga Wealth Management have?
Tortuga Wealth Management reported $222.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-13).
Who owns Tortuga Wealth Management?
Disclosed owners and executives of Tortuga Wealth Management include BIDENKAP, KEVIN, LEE, SHELDON, ANGELA, PARK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.