Tuttle Wealth Management, LLC is a related adviser based in Riverside. It manages $44.19 million of regulatory assets for 687 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, California, Colorado, and 22 other states.
Tuttle Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tuttle Wealth Management, LLC is $44.19 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tuttle Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Tuttle Wealth Management, LLC performs its advisory services is located at 155 Lockwood Road, Riverside, CT 06878 The mailing address of the firm is 155 Lockwood Road, Riverside, CT 06878. An additional office of the firm is in Palm Beach Gardens, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-462-1655 or by fax 800-462-1655. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at matthewtuttle.com.