A complete list of active advisors currently associated with Tuttle Wealth Partners LLC
Warmer can help you find a great advisor at Tuttle Wealth Partners LLC or one who fits your needs even better.
Tuttle Wealth Partners provides investment advisory and financial planning services to both institutional and retail clients, including pension and profit-sharing plans, corporations, and other business entities. The firm reports managing approximately $75.1 million in client assets across discretionary and non‑discretionary accounts and offers portfolio management, retirement plan services, 401(k) support, and standalone financial planning and consulting. Investment management is delivered primarily through discretionary separately managed accounts (SMAs) using proprietary model programs and bespoke portfolios that are tailored to each client’s investment policy statement, risk tolerance, and goals. The firm emphasizes ongoing portfolio monitoring, tax‑aware implementation, and can provide non‑discretionary consulting or one‑time financial planning engagements in addition to its SMA services. A notable feature of the firm is its affiliation with Tuttle Capital Management (TCM), an SEC‑registered adviser that also operates as a Commodity Pool Operator and an exempt Commodity Trading Advisor and sponsors proprietary ETFs, which the firm may recommend or hold in client portfolios. Tuttle Wealth Partners shares employees and certain operations with its affiliate and discloses related conflicts (including affiliate ETF holdings and the use of affiliated third‑party managers), while also providing ERISA fiduciary retirement plan services under PTE 2020‑02.
To learn more about the advisors currently working at Tuttle Wealth Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Riverside, CT
| 11
| |
Riverside, CT
| 8
| |
Riverside, CT
| 20
|
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