Tumwater Wealth Management, LLC

RIASEC RegisteredEst. 2020

Total AUM

$407M

Discretionary

$349M

86% of AUM

Avg account

$464K

Accounts

877

Employees

Advisory reps

Firm details

Headquarters: Boise, Idaho
CRD number: 300443
Registered since: February 20, 2020
Website: tumwaterwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI66.86%
Pension & Profit Sharing Plans19.9%
Individuals11.8%
Corporations / Businesses1.44%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Tumwater Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2020. Ownership is held by an individual principal. The firm serves both individual and family clients as well as institutional clients, and it charges clients using percentage-of-AUM and fixed-fee arrangements. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting. The firm does not identify as an active ESG investor and is not described as a capital allocator.