Tuttle Wealth Partners LLC
SEC RegisteredUNLEASHED
About the firm
Tuttle Wealth Partners brings a fresh approach to wealth management—rooted in independence, innovation, and trust. Backed by decades of combined experience, national media presence, and a client-first fiduciary duty, the firm operates as a full-service independent RIA.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Investment Management, Insurance & Risk management for clients; Advisor Independence, Infrastructure and Scalability, and Monetization and Growth solutions for advisors; asset management through Tuttle Capital.
Who they serve
Clients seeking financial planning, investment management, and insurance and risk services, as well as advisors seeking independence, infrastructure, and growth solutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 533 | $33M |
| High Net Worth Individuals | 32 | $32M |
| Charitable Organizations | 17 | $10M |
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 – $249,999 | 1.50% |
| $250,000 – $499,999 | 1.40% |
| $500,000 – $999,999 | 1.20% |
| $1,000,000 – $1,999,999 | 1.00% |
| $2,000,000 – $4,999,999 | 0.95% |
| $5,000,000 – $9,999,999 | 0.85% |
| $10,000,000 – $14,999,999 | 0.75% |
| $15,000,000 – $24,999,999 | 0.65% |
| $25,000,000 – $49,999,999 | 0.55% |
| $50,000,000 – $99,999,999 | 0.30% |
| $100,000,000 – $249,999,999 | 0.20% |
| $250,000,000+ | 0.15% |
Data as of April 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tuttle Wealth Partners LLC 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 the SEC or FINRA websites before making any decision.
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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