Tumwater Wealth Management, LLC
Tumwater Wealth Management, LLC is an SEC-registered wealth manager in Boise, ID with $406.6M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Tumwater Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300443, SEC 801-118103, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $406.6M (2026-03-06)
- Firm type
- Wealth Manager
- Location
- Boise, ID
- Employees
- 4
- Clients
- 309
- CRD
- 300443
- Ownership
- WARREN, BENJAMIN, CARL; WARREN, KIRSTEN, A; Warrren, Kristen, A; WARREN, KRISTEN, A
How much AUM does Tumwater Wealth Management, LLC have?
Tumwater Wealth Management, LLC reported $406.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Tumwater Wealth Management, LLC?
Disclosed owners and executives of Tumwater Wealth Management, LLC include WARREN, BENJAMIN, CARL, WARREN, KIRSTEN, A, Warrren, Kristen, A, WARREN, KRISTEN, A. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.