TUMWATER WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$406,568,048
Discretionary
$349,206,105
Non-discretionary
$57,361,943
Firm details
- CRD number
- 300443
- SEC file number
- 801-118103
- Main office
- BOISE, ID, United States
- Employees
- 5
- SEC status
- Approved
- Website
- https://www.tumwaterwealth.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.