# Tortoise Wealth Management

> Tortoise Wealth Management is a state-registered investment advisory firm in Tempe, AZ, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 332492
- Filed as: TORTOISE WEALTH MANAGEMENT
- Legal name: Tortoise Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tempe, AZ
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332492
- AdvisorCensus page: https://advisorcensus.com/firm/tortoise-wealth-management-tempe-az-332492

## Quick answers

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

**Where is Tortoise Wealth Management located?**
Tortoise Wealth Management's principal office is in Tempe, AZ, according to its Form ADV.

**Is Tortoise Wealth Management registered with the SEC or a state?**
Tortoise Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332492.

**How much does Tortoise Wealth Management manage?**
Tortoise Wealth Management reports $11,181,491 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary).

**What types of clients does Tortoise Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (7).

**Does Tortoise 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/332492

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $11,181,491
- Discretionary: $11,181,491
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $5,312,019 |
| High net worth individuals | 7 | $5,869,472 |

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

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

### Websites listed on Form ADV (Item 1.I)
- tortoisewealth.com
- Facebook facebook.com
- Instagram @tortoisewealthmanagement
- LinkedIn @tortoise-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tortoise Wealth Management (CRD 332492): Form ADV filing data as of October 2026.