TORTOISE WEALTH MANAGEMENT

Overview

Tortoise Wealth Management is a small, independent RIA operating as a limited liability company with an individual ownership structure. The firm serves primarily individuals and families, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model combines a percentage-of-AUM charge with hourly and fixed-fee options, and it also operates as an insurance broker, which suggests client work may include insurance product placement alongside investment advice. Investment activity shows a clear tilt toward equities: the firm’s stated preference is exchange-traded equities, which comprise nearly all of its managed assets. Given the size of the business and client base, the investment program appears designed for liquid, market-traded exposures while retaining the flexibility to allocate to managed alternatives and fixed-income where appropriate. The firm is not positioned as a multi-state adviser or as an ESG-focused allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices