Tuttle Wealth Management, LLC

Tuttle Wealth Management, LLC (CRD# 123767) is a financial advisory firm headquartered in Riverside, CT. They manage $73,286,021 in 850 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    850
    ACCOUNTS
  • Average Account Value
    $86,219
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 - 10 of 11 top financial advisors.
1
Andrew J. Liebaert
CRD#: 5077334
Superior, WI
96
Wealthminder
score

Andrew Liebaert (CRD# 5077334) is an Investment Advisor Representative working at Tuttle Wealth Management, LLC in Superior, WI and has over 9 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 19 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.

3
William D. Brooks
CRD#: 4165106
One Stamford Plaza, 263 Tresser Blvd. 9th Floor, Stamford, CT 06901
93
Wealthminder
score

William Brooks (CRD# 4165106) is an Investment Advisor Representative working at Tuttle Wealth Management, LLC in Stamford, CT and has over 16 years of experience in the finance industry.

4
Lisa S. Elkins
CRD#: 6087501
One Stamford Plaza, 263 Tresser Blvd. 9th Floor, Stamford, CT 06901
93
Wealthminder
score

Lisa Elkins (CRD# 6087501) is an Investment Advisor Representative working at Tuttle Wealth Management, LLC in Stamford, CT and has over 4 years of experience in the finance industry. Lisa Elkins 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.

5
Henry Howard
CRD#: 251211
One Stamford Plaza, 263 Tresser Blvd. 9th Floor, Stamford, CT 06901
93
Wealthminder
score

Henry Howard (CRD# 251211) is an Investment Advisor Representative working at Tuttle Wealth Management, LLC in Stamford, CT and has over 23 years of experience in the finance industry.

6
Terry M. Rabe
CRD#: 4020171
One Stamford Plaza, 263 Tresser Blvd. 9th Floor, Stamford, CT 06901
93
Wealthminder
score

Terry Rabe (CRD# 4020171) is an Investment Advisor Representative working at Tuttle Wealth Management, LLC in Stamford, CT and has over 17 years of experience in the finance industry.

7
Britton R. Williams
CRD#: 5869494
One Stamford Plaza, 263 Tresser Blvd. 9th Floor, Stamford, CT 06901
93
Wealthminder
score

Britton Williams (CRD# 5869494) is an Investment Advisor Representative working at Tuttle Wealth Management, LLC in Stamford, CT and has over 6 years of experience in the finance industry.

8
Donald M. Jump
CRD#: 3175057
One Stamford Plaza, 263 Tresser Blvd. 9th Floor, Stamford, CT 06901
83
Wealthminder
score

Donald Jump (CRD# 3175057) is an Investment Advisor Representative working at Tuttle Wealth Management, LLC in Stamford, CT and has over 16 years of experience in the finance industry.

9
Clement C. Brandenburg
CRD#: 3116761
One Stamford Plaza, 263 Tresser Blvd. 9th Floor, Stamford, CT 06901
81
Wealthminder
score

Clement Brandenburg (CRD# 3116761) is an Investment Advisor Representative working at Tuttle Wealth Management, LLC in Stamford, CT and has over 13 years of experience in the finance industry.

10
Brad L. Rundbaken
CRD#: 4172910
155 Lockwood Road, Riverside, CT 06878
81
Wealthminder
score

Brad Rundbaken (CRD# 4172910) is an Investment Advisor Representative working at Tuttle Wealth Management, LLC in Riverside, CT and has over 16 years of experience in the finance industry.

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