$75.1M Total AUM
$65.1M Disc. AUM
-- 3Y CAGR
5 Employees
582 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2025
- Office Locations
- 4
Office Locations
2970 Clairmont RD STE 940 Brookhaven GA
-- Clearwater FL
-- Fort Mill SC
About Tuttle Wealth Partners LLC
Tuttle Wealth Partners LLC is a Riverside-based RIA with 4 offices. The firm has been operating for 1 years. Managing $75.1M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
46 AVG AGE
$25.0M AVG AUM / ADVISOR
$129.1K AVG AUM / CLIENT
0.7 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
FAYE MICHAEL SYKES
President
- CRD
- #5014910
- Ownership
- 25% but less than 50%
Available
Available
Available
MATTHEW BENJAMIN TUTTLE
Chief Executive Officer, Chief Investment Officer, Managing Member
- CRD
- #2158477
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 5 owners & executives
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KRISTOPHER GARRETT LEWIS
--
- CRD
- #6351200
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,070,000 | $123,472 |
| Non-Discretionary | $10,073,579 | $35,346 |
| Total | $75,143,579 | $92,541 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Equity - OTC:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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