Tortuga Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$221,594,116
Clients
354
Advisors
4
of 4 employees
About
Tortuga Wealth Management advises individuals and high‑net‑worth clients and provides financial planning, consulting and discretionary portfolio management. The firm manages roughly $222.9 million in discretionary assets and delivers investment services primarily through LPL Financial–sponsored programs and its own wrap fee offering.
The firm employs a mix of fundamental and technical analysis (including charting and cyclical analysis) and uses a range of strategies from long‑term and short‑term purchases to active trading, option writing, short sales and margin. It also discloses use of derivatives and recommends cryptocurrency products, and it implements borrowing within separately managed accounts — practices that introduce additional market, leverage and counterparty risks.
Tortuga is notable among peers for sponsoring a wrap fee program and for relying on multiple LPL program platforms (OMP, PWP, MWP, MAS) to deliver asset management, with asset management described as offered only through wrapped accounts. Its advisors are dually registered with LPL and sell insurance products, and the brochure documents specialized planning services (e.g., cost segregation studies, corporate structure and lines of credit analysis) that extend beyond standard individual wealth management.
Client services
Expertise
Fee options
Flat fees up to $20,000 for financial planning and consulting services
$10,000+: 2.50% annually (Optimum Market Portfolios Program) $250,000+: 2.50% annually (Personal Wealth Portfolios Program) $25,000+: 2.83% annually (Model Wealth Portfolios Program, includes up to 2.00% advisor fee) $100,000+: 3.00% annually (Manager Access Select Program)
Up to $1,000 per hour for financial planning and consulting services
Account minimum: $10,000 Fee-only: Financial Planning & Consulting fees: hourly up to $1,000/hour or flat fees up to $20,000
Main office
1957 Carson Street, Suite 100
Torrance CA 90501
Advisors at this office
4
Most active in
Arizona · California · Illinois · Louisiana · Texas · Virginia
Also doing business as
Tortuga Wealth Management · Tortuga Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
Quick links
Advisors at this firm
Kevin B
CFP®, ChFC®, Series 63
Torrance, CA
Tortuga Wealth Management
Kevin Bidenkap is a CFP® and ChFC® with 31 years of industry experience. He has been with Tortuga Wealth Management since 2010 and is also affiliated with LPL Financial. He serves as a for-profit board member of Quick Class, Inc. Tortuga Wealth Management advises individuals and high-net-worth clients, providing financial planning, consulting, and discretionary portfolio management. The firm manages approximately $223 million in discretionary assets and uses a combination of fundamental and technical analysis across a range of investment strategies, delivering services primarily through LPL Financial–sponsored programs and its own wrap fee offering.
Christine C
Series 66
Torrance, CA
Tortuga Wealth Management
Christine Chui is a financial advisor with Tortuga Wealth Management in Torrance, CA, holding a Series 66 designation and 19 years of industry experience. She has worked at Tortuga Wealth Management since 2021 and also maintained roles with LPL Financial during this time. Outside of advisory services, she has experience managing family trusts and real estate rental properties. Tortuga Wealth Management serves individuals and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm utilizes a mix of fundamental and technical analysis and employs a variety of investment strategies, delivering services primarily through LPL Financial–sponsored programs and its own wrap fee offering.
Angela S
CFP®, Series 66
Torrance, CA
Tortuga Wealth Management
Angela Sheldon is a CFP® and holds a Series 66 license with 24 years of industry experience. She has been with Tortuga Wealth Management since 2010, working alongside the team in Torrance, CA. Tortuga Wealth Management advises individuals and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm employs a combination of fundamental and technical analysis and utilizes multiple LPL Financial–sponsored programs alongside its own wrap fee offering.
Jeffrey W
Series 66
Torrance, CA
Tortuga Wealth Management
Jeffrey Weston is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank before joining LPL Financial and founding Tortuga Wealth Management, where he provides independent investment advisory services. Weston also serves as a board member of the Kaena Foundation, a nonprofit organization. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment and service options tailored to client needs.
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