TUMWATER WEALTH MANAGEMENT, LLC
CRD #300443 SEC #801-118103 BOISE, ID (208) 314-2114
SEC Registered
Total AUM
$349.5M
Discretionary
$306M
Employees
3
Clients
251
Accounts
875
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $349.5M | $306M | $43.5M | 3 | 0 |
| Jul 2025 | $349.5M | $306M | $43.5M | 4 | 0 |
| Mar 2025 | $349.5M | $306M | $43.5M | 4 | 0 |
| Mar 2024 | $305.3M | $268M | $37.3M | 4 | 0 |
| Feb 2024 | $278.8M | $236M | $42.8M | 4 | 8 |
| Nov 2023 | $278.8M | $236M | $42.8M | 3 | 8 |
| Apr 2023 | $278.8M | $236M | $42.8M | 4 | 8 |
| Apr 2023 | $278.8M | $236M | $42.8M | 4 | 8 |
| Mar 2023 | $278.8M | $236M | $42.8M | 4 | 8 |
| Mar 2022 | $291.2M | $245.9M | $45.4M | 4 | 7 |
| Mar 2022 | $291.2M | $245.9M | $45.4M | 4 | 7 |
| Nov 2021 | $240M | $198.9M | $41.1M | 4 | 4 |
| Oct 2021 | $240M | $198.9M | $41.1M | 4 | 4 |
| Aug 2021 | $240M | $198.9M | $41.1M | 4 | 4 |
| Apr 2021 | $240M | $198.9M | $41.1M | 4 | 4 |
| Apr 2021 | $240M | $198.9M | $41.1M | 4 | 4 |
| Mar 2021 | $240M | $198.9M | $41.1M | 5 | 4 |
| Feb 2021 | $190.1M | $158.8M | $31.3M | 5 | 1 |
| Aug 2020 | $190.1M | $158.8M | $31.3M | 4 | 1 |
| Aug 2020 | $190.1M | $158.8M | $31.3M | 3 | 1 |
| Jun 2020 | $190.1M | $158.8M | $31.3M | 3 | 1 |
| Apr 2020 | $190.1M | $158.8M | $31.3M | 3 | 1 |
| Feb 2020 | $190.1M | $158.8M | $31.3M | 3 | 1 |
| Feb 2020 | $190.1M | $158.8M | $31.3M | 3 | 1 |
| Jan 2020 | $190.1M | $158.8M | $31.3M | 1 | 1 |
DateNov 2025
Total AUM$349.5M
Discretionary$306M
Non-Disc.$43.5M
Employees3
Clients0
DateJul 2025
Total AUM$349.5M
Discretionary$306M
Non-Disc.$43.5M
Employees4
Clients0
DateMar 2025
Total AUM$349.5M
Discretionary$306M
Non-Disc.$43.5M
Employees4
Clients0
DateMar 2024
Total AUM$305.3M
Discretionary$268M
Non-Disc.$37.3M
Employees4
Clients0
DateFeb 2024
Total AUM$278.8M
Discretionary$236M
Non-Disc.$42.8M
Employees4
Clients8
DateNov 2023
Total AUM$278.8M
Discretionary$236M
Non-Disc.$42.8M
Employees3
Clients8
DateApr 2023
Total AUM$278.8M
Discretionary$236M
Non-Disc.$42.8M
Employees4
Clients8
DateApr 2023
Total AUM$278.8M
Discretionary$236M
Non-Disc.$42.8M
Employees4
Clients8
DateMar 2023
Total AUM$278.8M
Discretionary$236M
Non-Disc.$42.8M
Employees4
Clients8
DateMar 2022
Total AUM$291.2M
Discretionary$245.9M
Non-Disc.$45.4M
Employees4
Clients7
DateMar 2022
Total AUM$291.2M
Discretionary$245.9M
Non-Disc.$45.4M
Employees4
Clients7
DateNov 2021
Total AUM$240M
Discretionary$198.9M
Non-Disc.$41.1M
Employees4
Clients4
DateOct 2021
Total AUM$240M
Discretionary$198.9M
Non-Disc.$41.1M
Employees4
Clients4
DateAug 2021
Total AUM$240M
Discretionary$198.9M
Non-Disc.$41.1M
Employees4
Clients4
DateApr 2021
Total AUM$240M
Discretionary$198.9M
Non-Disc.$41.1M
Employees4
Clients4
DateApr 2021
Total AUM$240M
Discretionary$198.9M
Non-Disc.$41.1M
Employees4
Clients4
DateMar 2021
Total AUM$240M
Discretionary$198.9M
Non-Disc.$41.1M
Employees5
Clients4
DateFeb 2021
Total AUM$190.1M
Discretionary$158.8M
Non-Disc.$31.3M
Employees5
Clients1
DateAug 2020
Total AUM$190.1M
Discretionary$158.8M
Non-Disc.$31.3M
Employees4
Clients1
DateAug 2020
Total AUM$190.1M
Discretionary$158.8M
Non-Disc.$31.3M
Employees3
Clients1
DateJun 2020
Total AUM$190.1M
Discretionary$158.8M
Non-Disc.$31.3M
Employees3
Clients1
DateApr 2020
Total AUM$190.1M
Discretionary$158.8M
Non-Disc.$31.3M
Employees3
Clients1
DateFeb 2020
Total AUM$190.1M
Discretionary$158.8M
Non-Disc.$31.3M
Employees3
Clients1
DateFeb 2020
Total AUM$190.1M
Discretionary$158.8M
Non-Disc.$31.3M
Employees3
Clients1
DateJan 2020
Total AUM$190.1M
Discretionary$158.8M
Non-Disc.$31.3M
Employees1
Clients1