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TUTTLE WEALTH PARTNERS LLC

BROOKHAVEN, GA · CRD 338406 · IAPD ↗ · tuttlewealth.com · (800) 781-1219

$104.2MRegulatory AUM
2Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
October 2026 — TUTTLE WEALTH PARTNERS LLC reported RAUM up 39% ($75.1M -> $104.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
May 2026 — TUTTLE WEALTH PARTNERS LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
May 2026 — TUTTLE WEALTH PARTNERS LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2026 — TUTTLE WEALTH PARTNERS LLC added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2026 — TUTTLE WEALTH PARTNERS LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
December 2025 — TUTTLE WEALTH PARTNERS LLC (location n/a) is newly SEC-registered with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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