TORTUGA WEALTH MANAGEMENT, INC.
Legal name: TORTUGA WEALTH MANAGEMENT
CRD #153737 SEC #801-124715 TORRANCE, CA 310-935-0275
SEC Registered
Total AUM
$156M
Discretionary
$156M
Employees
4
Clients
0
Accounts
507
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $156M | $156M | $0 | 4 | 0 |
| Feb 2025 | $156M | $156M | $0 | 4 | 0 |
| Mar 2024 | $136.9M | $136.9M | $0 | 4 | 1 |
| Mar 2023 | $101.3M | $101.3M | $0 | 4 | 1 |
| Mar 2022 | $109M | $104M | $5M | 4 | 1 |
| Jun 2012 | $10M | $10M | $0 | 1 | 26 |
| May 2012 | $10M | $10M | $0 | 1 | 26 |
| Mar 2012 | $10M | $10M | $0 | 1 | 26 |
| Feb 2012 | $10M | $10M | $0 | 1 | 26 |
| Jan 2012 | $10M | $10M | $0 | 1 | 26 |
| Feb 2011 | $31M | $0 | $31M | 5 | -- |
| Aug 2010 | $25.3M | $7.8M | $17.5M | 5 | -- |
| May 2010 | $0 | $0 | $0 | 5 | -- |
| May 2010 | $0 | $0 | $0 | 5 | -- |
| May 2010 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$156M
Discretionary$156M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$136.9M
Discretionary$136.9M
Non-Disc.$0
Employees4
Clients1
DateMar 2023
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees4
Clients1
DateMar 2022
Total AUM$109M
Discretionary$104M
Non-Disc.$5M
Employees4
Clients1
DateJun 2012
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees1
Clients26
DateFeb 2011
Total AUM$31M
Discretionary$0
Non-Disc.$31M
Employees5
Clients--
DateAug 2010
Total AUM$25.3M
Discretionary$7.8M
Non-Disc.$17.5M
Employees5
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--