Tapa Private Wealth Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tapa Private Wealth Inc. primarily serves pooled vehicles and institutional clients while also working with small businesses and individual clients for consulting and tax-related engagements. The firm provides discretionary portfolio management alongside financial consulting and planning, and it offers tax preparation and filing services with ongoing federal and state tax planning.
The firm implements discretionary strategies organized around five core allocation profiles (principal protection, conservative and moderate income, moderate growth, and full growth) and emphasizes diversification, regular rebalancing, valuation and macroeconomic analysis in portfolio construction and monitoring. It also offers non‑discretionary financial planning and hourly consulting engagements, and its principal holds an active tax‑practitioner credential used to align tax considerations with investment decisions.
Noteworthy for an investment-manager, the firm integrates tax-preparation and tax-planning services into its advisory offering and makes hourly planning available, both of which are uncommon in this category. The firm is newly formed and operated by a single principal, and it discloses a familial and business connection to an external bookkeeping and tax-services provider that it may suggest for back‑office support.
Client services
Expertise
Occupation focus
Fee options
$50,000 - $499,999: 1.00% $500,000 - $999,999: 0.90% $1,000,000 - $2,999,999: 0.80% $3,000,000 - $4,999,999: 0.60% $5,000,000+: Negotiable
Financial Planning & Consulting fees at $100 per hour
Account minimum: $50,000 Minimum fee: One-time setup fee of $100 at commencement; $100 termination fee upon termination Fee-only: Financial Planning & Consulting at $100 per hour; Tax Preparation Fees starting at $650 for personal returns and $1,200 for business returns, fees negotiable
Main office
422 Fleming St
Key West FL 33040
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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