TACTICAL WEALTH PARTNERS

TACTICAL WEALTH PARTNERS is an SEC-registered investment adviser (CRD 286416). Regulatory assets under management: $13.2M.

Registration

• CRD: 286416
• Type: Registered investment adviser
• Phone: 210-843-4866
• Latest filing: 2026-03-24
• Regulatory AUM: $13.2M
• Discretionary AUM: $12.0M
• Non-discretionary AUM: $1.2M
• Clients: 3
• Accounts: 350

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286416 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search