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- Custodian
- Charles Schwab & Company · City National Bank · RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-10-2021
- Office Locations
- 2
Office Locations
About Tushaus Wealth Management
Tushaus Wealth Management is an independent, family-owned RIA serving individuals and families with a retirement- and legacy-focused approach. The firm delivers single-fee, integrated investment management and financial planning, emphasizing capital preservation, long-term growth, and risk management, coordinated with tax and estate planning. It offers in-house tax preparation and typically holds formal client reviews twice per year, with assets custodied at Charles Schwab.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
BLAIR Nicholas TUSHAUS
Investment Advisor Representative, President
- CRD
- #7073204
- Ownership
- 50% but less than 75%
CHASE MICHAEL TUSHAUS
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5412008
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JAKE CRAWFORD
--
- CRD
- #7484154
David Ostrom
--
- CRD
- #7861848
Showing 2 of 5 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,261,602 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,261,602 | -- |
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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 |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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