Brookhaven, GA Office

Tuttle Wealth Partners LLC is an SEC‑registered investment adviser that provides discretionary and non‑discretionary portfolio management through separately managed accounts, along with financial planning, consulting, and retirement/401(k) services to both institutional and retail clients. Its service menu includes customized portfolio construction, tax‑efficient strategies, risk assessment, ongoing performance reporting, and advice on a broad set of securities and non‑securities products (including insurance and fixed annuities offered by licensed representatives).

The firm manages most non‑bespoke portfolios using proprietary, discretionary model programs and bespoke models tailored to each client’s objectives, risk tolerance, and time horizon, and it may engage sub‑advisers for specialized strategies. For retirement plan work Tuttle Wealth Partners acts as an ERISA fiduciary when recommending rollovers or plan services and follows the Department of Labor’s PTE 2020‑02 standards; its investment analysis draws on a mix of sources that include Bloomberg, SEC filings, research services, and alternative data.

Tuttle Wealth Partners recently reorganized and reports that it is now wholly owned by its sole owner and has ended a prior affiliation with Tuttle Capital Management, a change disclosed as material in the brochure; the firm operates with a small advisory team and acknowledges key‑person risk with short‑term succession planning in place. The brochure also discloses several potential conflicts that distinguish the firm from many peers: certain representatives sell insurance products and may receive commissions outside advisory fees, the firm has a loan arrangement with its chief operating officer, and it does not vote client proxies.