TORTUGA WEALTH MANAGEMENT

Overview

Tortuga Wealth Management is an independent registered investment advisor that operates as a capital allocator for both individual/family and institutional clients. The firm favors equity-oriented portfolios, using exchange-traded equities and ETFs as the primary building blocks for client portfolios, while also integrating third-party managers where specialized exposure is needed. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers — indicating a blended approach that mixes in-house portfolio construction with external manager selection. The firm charges fees using a combination of percentage-of-AUM, hourly, and fixed-fee arrangements, which allows flexibility for differing client needs and project work. All reported assets are managed on a discretionary basis, which points to active portfolio implementation and rebalancing authority retained by the firm. Tortuga does not self-identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices