# Tetra Wealth Management

> Tetra Wealth Management is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 329050
- Filed as: TETRA WEALTH MANAGEMENT
- Legal name: Tetra Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329050
- AdvisorCensus page: https://advisorcensus.com/firm/tetra-wealth-management-329050

## Quick answers

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

**Is Tetra Wealth Management registered with the SEC or a state?**
Tetra Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329050.

**How much does Tetra Wealth Management manage?**
Tetra Wealth Management reports $1,009,000 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary).

**What types of clients does Tetra Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12).

**Does Tetra Wealth Management 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/329050

**What changed in Tetra Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $694,000 to $1,009,000 (+45%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,009,000
- Discretionary: $1,009,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $1,009,000 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- share.google/erDU8V2O5qvhsjRlg
- thetetraplan.com
- Facebook @David-Rakecky
- Instagram @tetraplan
- LinkedIn @thetetraplan
- LinkedIn @davidrakecky
- YouTube @DavidRakecky

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $694,000 to $1,009,000 (+45%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tetra Wealth Management (CRD 329050): Form ADV filing data as of October 2026.