Tapa Private Wealth Inc.
Firm details
- Headquarters
- Key West, Florida
- CRD number
- 337994
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Tapa Private Wealth Inc. is a corporate-structured advisory firm owned by an individual and positioned to provide fee-based financial planning and portfolio management services. The firm identifies as an "Other Financial Product Salesperson" and offers advisory services to individuals, small businesses, and institutional clients. Its engagement model includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements. Tapa Private Wealth Inc. reports being an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Gurkan Tapa
President and CEOCRD 8135159
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Key West, FL
Monroe
Location
Key West, FL
Headquartered in Key West, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Monroe
- Address
- 422 Fleming St
- Time zone
- ET (UTC-5)
- Office locations
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