$406.6M Total AUM
$349.2M Disc. AUM
-- 3Y CAGR
4 Employees
311 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2018
- Office Locations
- 1
Office Locations
110 W Main ST Boise ID
About Tumwater Wealth Management, LLC
Tumwater Wealth Management is a Boise-based fiduciary RIA serving families with comprehensive financial planning and portfolio construction, including tax/estate coordination, retirement planning, and risk management. The firm invests primarily in public markets using mutual funds/ETFs with a fixed-income sleeve. CFA charterholder-led; custodies at Schwab and supports Orion workflows.
Team overview
43 AVG AGE
$203.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
5.2 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
7yrs Firm Age
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Investment Themes
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Technology
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Owner & Executives
BENJAMIN CARL WARREN
Chief Compliance Officer, Director, Managing Member
- CRD
- #4840451
- Ownership
- 50% but less than 75%
Available
Available
Available
K
KIRSTEN A WARREN
Founder
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
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O
Owen Patrick Quast
--
- CRD
- #8140913
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $349,206,105 | $405,582 |
| Non-Discretionary | $57,361,943 | $3,585,121 |
| Total | $406,568,048 | $463,590 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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