Tuttle Wealth Partners LLC

RIASEC RegisteredEst. 2025

Total AUM

$75.1M

Discretionary

$65.1M

87% of AUM

Avg account

$92.5K

Accounts

812

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 338406
Registered since: November 14, 2025
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals44.38%
HNWI42.22%
Pension & Profit Sharing Plans13.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Tuttle Wealth Partners LLC is an independent, corporate-structured registered investment adviser that identifies itself as a capital allocator for both individual/family and institutional clients. The firm offers a mix of advisory services including financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Fee arrangements are flexible — the firm uses percentage-of-AUM billing alongside hourly and fixed fees. The adviser indicates relationships with a related investment adviser and an insurance company, and it does not identify as an active ESG investor. It lists its SEC registration year as 2025 and notes owner type as a domestic entity/individual.