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TUTTLE WEALTH PARTNERS LLC
CRD 338406 · SEC 801-134636
GA, United States
Phone
(800) 781-1219
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$75.1M
Discretionary AUM
$65.1M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 533 | $33.3M |
| High net worth individuals | 32 | $31.7M |
| Pension/profit sharing plans | 17 | $10.1M |
States served
GA, LA, NY, NC, SC, TN, WI, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD