# Tactical Wealth Partners

> Tactical Wealth Partners is a state-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 286416
- Filed as: TACTICAL WEALTH PARTNERS
- Legal name: Tactical Wealth Partners, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286416
- AdvisorCensus page: https://advisorcensus.com/firm/tactical-wealth-partners-286416

## Quick answers

**How is Tactical Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Tactical Wealth Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Tactical Wealth Partners registered with the SEC or a state?**
Tactical Wealth Partners is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286416.

**How much does Tactical Wealth Partners manage?**
Tactical Wealth Partners reports $13,177,838 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (91% discretionary).

**What types of clients does Tactical Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (97).

**Does Tactical Wealth Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/286416

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $13,177,838
- Discretionary: $11,983,877
- Non-discretionary: $1,193,961

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 97 | $13,177,838 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tacticalwealthpartners.com
- LinkedIn @terryandersen

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tactical Wealth Partners (CRD 286416): Form ADV filing data as of October 2026.