Tuttle Wealth Partners LLC
Tuttle Wealth Partners LLC is an SEC-registered mass-market adviser with $75.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Tuttle Wealth Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 338406, SEC 801-134636, data through 2026-04-27.
- AUM (assets under management / regulatory AUM)
- $75.1M (2026-04-27)
- Firm type
- Mass-Market Adviser
- Employees
- 5
- Clients
- 582
- CRD
- 338406
- Ownership
- BARRETT, STEPHANIE, MAUREEN; SYKES, FAYE, MICHAEL; FN STACY TRUST; TUTTLE, MATTHEW, BENJAMIN; Stacy, Frances, Newton
How much AUM does Tuttle Wealth Partners LLC have?
Tuttle Wealth Partners LLC reported $75.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-27).
Who owns Tuttle Wealth Partners LLC?
Disclosed owners and executives of Tuttle Wealth Partners LLC include BARRETT, STEPHANIE, MAUREEN, SYKES, FAYE, MICHAEL, FN STACY TRUST, TUTTLE, MATTHEW, BENJAMIN, Stacy, Frances, Newton. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.