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TORTUGA WEALTH MANAGEMENT

TORRANCE, CA · CRD 153737 · IAPD ↗ · tortugawealth.com · 310-935-0275

$222.9MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
March 2026 — TORTUGA WEALTH MANAGEMENT notice-filed in AZ, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2026 — TORTUGA WEALTH MANAGEMENT reported RAUM up 43% ($156.0M -> $222.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2024 — TORTUGA WEALTH MANAGEMENT reported RAUM up 35% ($101.3M -> $136.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.