Tapa Private Wealth Inc.

Overview

Tapa Private Wealth Inc. is organized as a corporation controlled by an individual owner and operates as an adviser offering financial planning and portfolio management for individuals, small businesses, and institutional clients. The firm reports activities consistent with CPO/CTA work, indicating experience or registration related to commodity pools or commodity trading advice. Its stated fee arrangements include asset-based fees, hourly billing, and fixed fees. The firm identifies itself as an active ESG investor, suggesting environmental, social, and governance factors play a role in its investment process.

Assets & Accounts

Investments & Alternatives