# Tuttle Wealth Partners LLC

> Tuttle Wealth Partners LLC is an SEC-registered investment advisory firm in Brookhaven, GA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 338406
- Filed as: TUTTLE WEALTH PARTNERS LLC
- Also doing business as: TUTTLE WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brookhaven, GA
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338406
- AdvisorCensus page: https://advisorcensus.com/firm/tuttle-wealth-partners-llc-brookhaven-ga-338406

## Quick answers

**How is Tuttle Wealth Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tuttle Wealth Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Tuttle Wealth Partners LLC located?**
Tuttle Wealth Partners LLC's principal office is in Brookhaven, GA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Tuttle Wealth Partners LLC registered with the SEC or a state?**
Tuttle Wealth Partners LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338406.

**How much does Tuttle Wealth Partners LLC manage?**
Tuttle Wealth Partners LLC reports $104,235,867 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (89% discretionary).

**What types of clients does Tuttle Wealth Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (374); high net worth individuals (29); pension and profit sharing plans (but not the plan participants or government pension plans) (14).

**Which custodians does Tuttle Wealth Partners LLC use?**
Tuttle Wealth Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Tuttle Wealth Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338406

**What changed in Tuttle Wealth Partners LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 3 to 2. Regulatory assets under management went from $75,143,579 to $104,235,867 (+39%). No longer lists an office in Brookhaven, GA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 16, 2026)

- Minimum annual fee: None

> TWP does charge a minimum advisory fee of 0.15% but does not impose a minimum dollar amount per annum on advisory fees for investors.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $104,235,867
- Discretionary: $93,214,410
- Non-discretionary: $11,021,457

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 374 | $61,251,119 |
| High net worth individuals | 29 | $31,963,291 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $11,021,457 |

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, GA, LA, NC, NY, SC, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- tuttlewealth.com

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 3 to 2.
- Regulatory assets under management went from $75,143,579 to $104,235,867 (+39%).
- No longer lists an office in Brookhaven, GA.
- Updated its list of owners and control persons (Schedule A).

### May 2026
- Added an office in New York, NY.
- Registered or notice-filed in NY.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 1 to 3.
- Added an office in Brookhaven, GA.
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Employees performing advisory functions went from 2 to 1.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tuttle Wealth Partners LLC (CRD 338406): Form ADV filing data as of October 2026.