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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-21-2010
- Office Locations
- 1
Office Locations
About Tortuga Wealth Management
Tortuga Wealth Management is a Torrance, CA wealth management firm serving business owners, technology professionals/entrepreneurs, and philanthropic families. The team provides fiduciary financial planning and wealth planning around legacy, succession, and charitable goals, and incorporates values-based investing. Portfolios commonly use ETFs and public funds alongside diversified allocation strategies. Custody is held with LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KEVIN LEE BIDENKAP
President
- CRD
- #2492838
- Ownership
- 50% but less than 75%
ANGELA PARK SHELDON
Chief Compliance Officer, VICE PRESIDENT
- CRD
- #2905596
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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CHRISTINE Y CHUI
Financial Advisor
- CRD
- #4353814
JEFFREY WALKER WESTON
Wealth Advisor
- CRD
- #6250883
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $222,882,492 | $369,011 |
| Non-Discretionary | $0 | -- |
| Total | $222,882,492 | $369,011 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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