TETRA WEALTH MANAGEMENT

TETRA WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 329050). Regulatory assets under management: $694K.

Registration

• CRD: 329050
• Type: Registered investment adviser
• Phone: 3135475773
• Latest filing: 2025-09-23
• Regulatory AUM: $694K
• Discretionary AUM: $694K
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329050 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search