TORTOISE WEALTH MANAGEMENT

TORTOISE WEALTH MANAGEMENT of TEMPE, AZ is an SEC-registered investment adviser (CRD 332492). Regulatory assets under management: $11.2M.

Registration

• CRD: 332492
• Type: Registered investment adviser
• Location: 4667 SOUTH LAKESHORE DRIVE, TEMPE, AZ, 85282
• Phone: 480-242-1553
• Latest filing: 2026-02-10
• Regulatory AUM: $11.2M
• Discretionary AUM: $11.2M
• Clients: 1
• Accounts: 80

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332492 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search