Tapa Private Wealth Inc.

Overview

Tapa Private Wealth Inc. is a privately owned corporate advisory firm that provides financial planning and discretionary portfolio management for individuals, small businesses, and institutional clients. The firm is licensed to act as an "other financial product" salesperson in addition to delivering advisory services, and it charges clients via a mix of percentage-of-assets, hourly, and fixed-fee arrangements. Tapa reports being an active ESG investor, indicating environmental, social, and governance considerations factor into its investment selection and monitoring. The firm does not position itself as a capital allocator; instead, it relies on third-party managers and pooled vehicles to implement portions of its clients’ portfolios. Ownership is held by an individual rather than a larger corporate parent, and the adviser is not registered as a multi-state adviser.

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