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Christopher Hersh

Investment Adviser Representative at Tumwater Wealth Management, LLC

Boise, IDCRD #8317685Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Christopher Hersh is an investment adviser representative with Tumwater Wealth Management, LLC in Boise, ID, where they have been registered since 2026, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 63 (state securities agent). They are registered to provide investment advice in Idaho.

Office

110 W Main St
Boise, ID 83702

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Idaho

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/9/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 8/8/2025
SIE
Securities Industry Essentials Examination
Passed 9/20/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Tumwater Wealth Management, LLCCurrent
8/5/2026 – Boise, ID

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Saint Francis High School
    Jan 2016 – Dec 2021Mountain View, CA
  2. Golf Galaxy
    Dec 2021 – Jul 2022San Jose, CA
  3. UCLA Athletics
    Jun 2025 – Jun 2026Los Angeles, CA
  4. UCLA
    Aug 2022 – no end date reportedLos Angeles, CA
  5. Tumwater Wealth Management, LLC
    Jul 2026 – no end date reportedBoise, ID

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Tumwater Wealth Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm account minimum
$5,000
Estimated blended rate
0.012

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Wealth management and holistic financial planning, including investment management, retirement planning, 401K rollovers to IRAs, family business services, and personalized financial guidance.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension Consulting
Firm areas of expertise
Wealth ManagementHolistic Financial PlanningInvestment ManagementRetirement PlanningFamily Business Services401K RolloverIRACFA

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingInsurance CompaniesCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3
Offices listed on AdvisorFinder:
1
Main office:
Boise, ID
SEC file number:
801-118103

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 11, 2026

View full firm profile

Other advisors at Tumwater Wealth Management, LLC

2 other advisors in the directory

View Tumwater Wealth Management, LLC firm profile

Similar advisors in Boise, ID

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Christopher Hersh has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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