Tortuga Wealth Management
Tortuga Wealth Management (CRD# 153737) is a financial advisory firm headquartered in Torrance, CA. They manage $136,873,482 in 506 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management137MILLION
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Total Number of Accounts506ACCOUNTS
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Average Account Value$270,501
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, IL, LA, TX
Kevin Bidenkap (CRD# 2492838) is an Investment Advisor Representative working at Tortuga Wealth Management in Torrance, CA and has over 28 years of experience in the finance industry.
Christine Chui (CRD# 4353814) is an Investment Advisor Representative working at Tortuga Wealth Management in Torrance, CA and has over 22 years of experience in the finance industry.
Angela Sheldon (CRD# 2905596) is an Investment Advisor Representative working at Tortuga Wealth Management in Torrance, CA and has over 22 years of experience in the finance industry.
Jeffrey Weston (CRD# 6250883) is an Investment Advisor Representative working at Tortuga Wealth Management in Torrance, CA and has over 10 years of experience in the finance industry.