Wealth Manager
    SEC Registered
    Manages Private Funds

    Tumwater Wealth Management, LLC

    Registered investment advisor · Boise, Idaho · CRD #300443

    Assets Under Management
    $407M
    Client Accounts
    877
    Employees
    4
    CRD Number
    300443
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Tumwater Wealth Management, LLC

    Tumwater Wealth Management, LLC is a financial advisory firm founded in 2019, offering holistic financial planning and portfolio management services. It focuses on long-term investment strategies and comprehensive financial planning. The firm has a small team of 2-10 employees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Tumwater Wealth Management, LLC

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    Frequently Asked Questions

    What is Tumwater Wealth Management, LLC's AUM?

    Tumwater Wealth Management, LLC reports approximately $407M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Tumwater Wealth Management, LLC headquartered?

    Tumwater Wealth Management, LLC is headquartered in Boise, Idaho.

    What is Tumwater Wealth Management, LLC's CRD number?

    Tumwater Wealth Management, LLC's CRD number is 300443. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Tumwater Wealth Management, LLC manage?

    Tumwater Wealth Management, LLC manages approximately 877 client accounts according to its latest SEC filing.

    Is Tumwater Wealth Management, LLC SEC registered?

    Yes, Tumwater Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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