Tuttle Wealth Partners LLC: new SEC registration, $104M AUM, Brookhaven, GA
Tuttle Wealth Partners LLC (Brookhaven, Georgia): new SEC registration, $104M AUM, Brookhaven, GA. Its amount of 104 is below the median of 135 (16th percentile). Dated 356 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 104 · 16th percentile of 1,225 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 25 related GA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Tuttle Wealth Partners LLC |
| Legal name | Tuttle Wealth Partners LLC |
| CRD | 338406 |
| Status | Approved |
| Registered with the SEC | 2025-11-14 |
| Latest Form ADV filing | 2026-10-12 |
| Location | Brookhaven, GA, United States |
| Regulatory AUM | $104,235,867 |
| Accounts | 688 |
| Employees | 7 |
| Website | https://www.TuttleWealth.com |
| amount percentile | 16th of 1,225 (median 135, 0.8x median) |
| Peer records CSV (26 GA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-14
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (GA first): Fulcrum Equity Partners, INC. · Highbrook Capital Partners · Tcp Management LLC · Gridline · San Blas Advisory, INC. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Tuttle Wealth Partners LLC and 26 Georgia peers
- Georgia NewRiaPulse records like this one: 26
- Tuttle Wealth Partners LLC's amount: 16th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Georgia peer: $5,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $104M under management.
- Website on file.
What is the NewRiaPulse record for Tuttle Wealth Partners LLC in Brookhaven, Georgia?
Tuttle Wealth Partners LLC received SEC registration as an investment adviser (2025-11-14) with $104,235,867 in regulatory assets under management, based in Brookhaven, GA.
How does Tuttle Wealth Partners LLC compare to other Georgia NewRiaPulse records?
Its amount of 104 is below the median (16th percentile); smaller records often move faster and face less competition. It is 356 days old; check the official source for later updates before acting.
Tuttle Wealth Partners LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Tuttle Wealth Partners LLC | Brookhaven, GA | 104 | 16th | 2025-11-14 |
| Bay Point Financial, LLC | Bedford, NH | 105 | 17th | 2026-10-15 |
| Colefp | 102 | 13th | 2026-10-30 | |
| Drew Wealth Management | Portsmouth, NH | 102 | 13th | 2026-10-29 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Georgia NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.