TORTUGA WEALTH MANAGEMENT, INC.

TORTUGA WEALTH MANAGEMENT, INC. of TORRANCE, CA is an SEC-registered investment adviser (CRD 153737). Regulatory assets under management: $222.9M.

Registration

• CRD: 153737
• SEC file number: 801-124715
• Type: Registered investment adviser
• Location: 1957 CARSON STREET, SUITE 100, TORRANCE, CA, 90501
• Phone: 310-935-0275
• Latest filing: 2026-02-13
• Regulatory AUM: $222.9M
• Discretionary AUM: $222.9M
• Clients: 4
• Accounts: 604

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153737 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search