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).

Current Firm Details
1957 Carson Street, Suite 100, Torrance, CA 90501
http://www.tortugawealth.com
By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    506
    ACCOUNTS
  • Average Account Value
    $270,501
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
The map below shows states where this firm has explicit registration only.

CA, IL, LA, TX

Financial Advisors at Tortuga Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Kevin Bidenkap, financial advisor Torrance CA
Kevin L. Bidenkap
CRD#: 2492838
1957 Carson Street, Suite 100, Torrance, CA 90501

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.

2
Christine Chui, financial advisor Torrance CA
Christine Y. Chui
CRD#: 4353814
1957 Carson Street, Suite 100, Torrance, CA 90501

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.

3
Angela Sheldon, financial advisor Torrance CA
Angela P. Sheldon
CRD#: 2905596
1957 Carson Street, Suite 100, Torrance, CA 90501

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.

4
Jeffrey Weston, financial advisor Torrance CA
Jeffrey W. Weston
CRD#: 6250883
1957 Carson Street, Suite 100, Torrance, CA 90501

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals