$563.5M Total AUM
$563.5M Disc. AUM
6.3% 3Y CAGR
1 Employees
40 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2005
- Office Locations
- 1
Office Locations
2655 First Street Suite 130 Simi Valley CA
About Tortuga Advisers LLC
Tortuga Wealth Management works with business owners, philanthropic families, and values-based investors, including technology professionals and entrepreneurs. The team provides fiduciary wealth planning for legacy goals, business succession, charitable giving, tax planning, and portfolio management, with use of ETFs and fixed income. Based in Simi Valley, CA, and custodies with Charles Schwab.
Team overview
-- AVG AGE
$563.5M AVG AUM / ADVISOR
$14.1M AVG AUM / CLIENT
20.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
20yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MICHAEL FRANK SCHAIBLE
Chief Compliance Officer, President, Senior Vice President
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $563,537,021 | $14,088,426 |
| Non-Discretionary | $0 | -- |
| Total | $563,537,021 | $14,088,426 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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