Tortuga Wealth Management

Tortuga Wealth Management (CRD# 153737) is a financial advisory firm headquartered in Torrance, CA. They manage $63,000,000 in 700 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    700
    ACCOUNTS
  • Average Account Value
    $90,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, TX

Financial Advisors at Tortuga Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Kevin L. Bidenkap
CRD#: 2492838
1957 Carson Street, Suite 100, Torrance, CA 90501
96
Wealthminder
score

Kevin Bidenkap (CRD# 2492838) is an Investment Advisor Representative working at Tortuga Wealth Management in Torrance, CA and has over 21 years of experience in the finance industry. Kevin Bidenkap has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Angela P. Sheldon
CRD#: 2905596
1957 Carson Street, Suite 100, Torrance, CA 90501
96
Wealthminder
score

Angela Sheldon (CRD# 2905596) is an Investment Advisor Representative working at Tortuga Wealth Management in Torrance, CA and has over 14 years of experience in the finance industry. Angela Sheldon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Sheila I. Odnert
CRD#: 1011792
635 Bryant St., #3, Palo Alto, CA 94301
93
Wealthminder
score

Sheila Odnert (CRD# 1011792) is an Investment Advisor Representative working at Tortuga Wealth Management in Palo Alto, CA and has over 32 years of experience in the finance industry.

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