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TUMWATER WEALTH MANAGEMENT, LLC
TUMWATER WEALTH MANAGEMENT, LLC
BOISE, Idaho
·
2 registered advisors
·
CRD# 300443
SEC# 801-118103
0
(208) 314-2114
01
Firm Overview
AUM
$305M
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
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at TUMWATER WEALTH MANAGEMENT, LLC
2 registered advisors
Benjamin Carl Warren
BOISE, Idaho
CRD# 4840451
Kirsten A Warren
BOISE, Idaho
CRD# 7046305
05
Office Locations
BOISE, Idaho
2 advisors
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Data sourced from SEC Form ADV filings. TUMWATER WEALTH MANAGEMENT, LLC (CRD# 300443) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.