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TORTUGA WEALTH MANAGEMENT, INC.
TORTUGA WEALTH MANAGEMENT, INC.
TORTUGA WEALTH MANAGEMENT
TORRANCE, California
·
2 registered advisors
·
CRD# 153737
SEC# 801-124715
0
310-935-0275
01
Firm Overview
AUM
$137M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at TORTUGA WEALTH MANAGEMENT, INC.
2 registered advisors
Angela Park Sheldon
TORRANCE, California
CRD# 2905596
Kevin Lee Bidenkap
TORRANCE, California
CRD# 2492838
05
Office Locations
TORRANCE, California
2 advisors
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Data sourced from SEC Form ADV filings. TORTUGA WEALTH MANAGEMENT, INC. (CRD# 153737) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.