Owen Quast
Advisor at Tumwater Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Tumwater Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Boise, ID 83702
Credentials
Series 65
Industry experience
< 1 year
Owen Quast is a financial advisor at Tumwater Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Edward Jones, Ernst & Young, and Keenan and Associates. Tumwater Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, financial planning, and pension consulting. The firm employs a long-term, buy-and-hold investment approach using methods such as modern portfolio theory, fundamental and cyclical analysis, and quantitative models.
Based on Tumwater Wealth Management, LLC
Based on Tumwater Wealth Management, LLC
Pension consulting fixed fees between $1,500 and $10,000, negotiable
$0 - $500,000: up to 0.60% annually $500,000+: up to 1.20% annually All Assets+: up to 0.875% annually (Pension Consulting)
Comprehensive financial planning fees up to $299 per month
Account minimum: $5,000 Fee-only: Financial planning fee $3,588 annually or $299 per month; financial planning included at no additional cost for clients with assets over $500,000
110 W Main St
Boise, ID 83702
Idaho
Tumwater Wealth Management, LLC
2026 - Present (1 year)
Tumwater Wealth Management, LLC
2026 - Present (1 year)
Edward Jones
2025 - 2025 (1 year)
Ernst and young
2025 - 2025 (1 year)
Keenan and Associates
2024 - 2025 (1 year)
Boise State College of Business/Economics
2023 - 2023 (1 year)
Johnny Carinos
2022 - 2022 (1 year)
Shadowbrook Swim Club
2022 - 2022 (1 year)
Boise State University
2021 - 2025 (4 years)
Shadowbrook Swim Club
2021 - 2021 (1 year)
Ace Hardware
2020 - 2022 (2 years)
Shadowbrook Swim Club
2020 - 2020 (1 year)
Shadowbrook Swim Club
2019 - 2019 (1 year)
Highschool Student
2017 - 2021 (4 years)
Unemployed
2016 - 2017 (1 year)
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