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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-14-2024
- Office Locations
- 1
Office Locations
About Tortoise Wealth Management
Tortoise Wealth Management is an Arizona-registered RIA providing financial planning and ongoing investment management for individuals across life stages, including young families, business owners, and pre-retirees/retirees. The firm emphasizes portfolio construction and risk management alongside retirement and estate strategy. Public filings indicate portfolios are primarily ETF-based, with custody support including Schwab and Altruist.
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Owner & Executives
STEPHEN MICHAEL JOHN
Chief Compliance Officer, PRINCIPAL
- CRD
- #6441379
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,181,491 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,181,491 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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