Be advised. This firm is no longer registered.

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).

Current Firm Details
155 Lockwood Road, Riverside, CT 06878
http://www.matthewtuttle.com
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
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
No Advisor Found.

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