RIA Intel›Advisers›California›TORTUGA WEALTH MANAGEMENT, INC.

TORTUGA WEALTH MANAGEMENT, INC.

Advisory

N·TORRANCE, CA

Data as of Feb 13, 2026 · Source: SEC Form ADV

Total AUM
$223M
1-Year AUM Growth
+42.9%
3-Year CAGR
+30.3%
Employees
4
Assets Under Management
Total AUM$223M
Discretionary AUM$223M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients324
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)—
Filing History
Total Filings on Record15
First FilingMay 6, 2010
Latest FilingFeb 13, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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