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TUMWATER WEALTH MANAGEMENT, LLC

BOISE, ID · CRD 300443 · IAPD ↗ · tumwaterwealth.com · (208) 314-2114

$406.6MRegulatory AUM
3Advisory reps
5Employees
1Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2024 — TUMWATER WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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