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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-09-2017
- Office Locations
- 3
Office Locations
About Tactical Wealth Partners
Tactical Wealth Partners is an independent RIA focused on attorneys nationwide, helping them strategically pay down student loans and build wealth through ongoing financial planning and portfolio advice delivered virtually. The firm charges a transparent monthly retainer fee (paid directly by clients), and portfolios are implemented primarily with public funds.
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Owner & Executives
TERRANCE ROBERT ANDERSEN
Chief Compliance Officer, Financial Advisor, Managing Member, President
- CRD
- #5943093
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Danielle Anne Dettenmayer
Financial Advisor
- CRD
- #7546659
CAITLIN JOYCE PRICE
--
- CRD
- #7260742
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,983,877 | -- |
| Non-Discretionary | $1,193,961 | -- |
| Total | $13,177,838 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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