Tuttle Wealth Partners LLC

RIASEC Registered

Total AUM

$104M

Discretionary

$93.2M

89% of AUM

Avg account

$152K

Accounts

688

Employees

Advisory reps

Firm details

Headquarters: Brookhaven, Georgia
CRD number: 338406
Registered since: November 14, 2025
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals58.76%
HNWI30.66%
Pension & Profit Sharing Plans10.57%
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, owner-operated registered investment adviser that began its SEC registration in 2025. The firm serves both individual and family clients as well as institutional accounts, positioning itself as a capital allocator that blends financial planning with portfolio management. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm's advisory services span comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers. Tuttle does not identify as an active ESG investor and lists an insurance company among its industry affiliations.