Tumwater Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boise, ID. Its latest Form ADV filing, dated March 6, 2026, reports $407M in regulatory assets under management, 4 employees, and 877 accounts.
Top client segmentIndividuals represent 55.2% of total clients.
Top client categories% of clientsClients
1
Individuals
55.2%
171
2
HNWI
36.5%
113
3
Pension Plans
6.8%
21
4
Corporations
1.3%
4
5
Insurance Cos.
0.3%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$407Mas of March 6, 2026
Discretionary85.9%
$349M
86% of total RAUM85.9%
Non-discretionary14.1%
$57M
14% of total RAUM14.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$407M
Total Accounts877
10Y AUM Change+$216M (+113.9%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee78:1
10Y Employee Change+1 (+33.3%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.