TORRANCE, CACRD 153737Latest ADV February 13, 2026
Tortuga Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Torrance, CA. Its latest Form ADV filing, dated February 13, 2026, reports $223M in regulatory assets under management, 4 employees, and 604 accounts.
Assets Under Management
$223M
Employees
4
Offices
--
Total Clients
358
Primary office
TORRANCE, CA
1957 CARSON STREET, SUITE 100, TORRANCE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 98.9% of total clients.
Top client categories% of clientsClients
1
HNWI
98.9%
354
2
Corporations
1.1%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$223Mas of February 13, 2026
Discretionary100.0%
$223M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$223M
Total Accounts604
10Y AUM Change+$114M (+104.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee90:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.