Tuttle Wealth Management, LLC

Tuttle Wealth Management, LLC (CRD# 123767) is a financial advisory firm headquartered in Riverside, CT. They manage $44,187,877 in 687 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    687
    ACCOUNTS
  • Average Account Value
    $64,320
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
  • 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.

AZ, CA, CO, CT, FL, GA, IL, KS, KY, MA, ME, MI, MN, MO, NC, NV, NY, OH, OK, PA, SC, TN, TX, VA, WI

Financial Advisors at Tuttle Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Andrew J. Liebaert
CRD#: 5077334
2020 Royalton Road, Superior, WI 54880
96
Wealthminder
score

Andrew Liebaert (CRD# 5077334) is an Investment Advisor Representative working at Tuttle Wealth Management, LLC in Superior, WI and has over 10 years of experience in the finance industry. Andrew Liebaert 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
Matthew B. Tuttle
CRD#: 2158477
Riverside, CT
96
Wealthminder
score

Matthew Tuttle (CRD# 2158477) is an Investment Advisor Representative working at Tuttle Wealth Management, LLC in Riverside, CT and has over 20 years of experience in the finance industry. Matthew Tuttle 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.

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