Tuttle Wealth Partners LLC is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated April 27, 2026, reports $75M in regulatory assets under management, 5 employees, 4 offices, and 812 accounts.
Top client segmentIndividuals represent 91.6% of total clients.
Top client categories% of clientsClients
1
Individuals
91.6%
533
2
HNWI
5.5%
32
3
Pension Plans
2.9%
17
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$75Mas of April 27, 2026
Discretionary86.6%
$65M
87% of total RAUM86.6%
Non-discretionary13.4%
$10M
13% of total RAUM13.4%
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$75M
Total Accounts812
10Y AUM Change+$75M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee116:1
10Y Employee Change+3 (+150.0%)
* 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.