Tapa Private Wealth Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Tapa Private Wealth Inc. primarily serves pooled vehicles and institutional clients while also working with small businesses and individual clients for consulting and tax-related engagements. The firm provides discretionary portfolio management alongside financial consulting and planning, and it offers tax preparation and filing services with ongoing federal and state tax planning.
The firm implements discretionary strategies organized around five core allocation profiles (principal protection, conservative and moderate income, moderate growth, and full growth) and emphasizes diversification, regular rebalancing, valuation and macroeconomic analysis in portfolio construction and monitoring. It also offers non‑discretionary financial planning and hourly consulting engagements, and its principal holds an active tax‑practitioner credential used to align tax considerations with investment decisions.
Noteworthy for an investment-manager, the firm integrates tax-preparation and tax-planning services into its advisory offering and makes hourly planning available, both of which are uncommon in this category. The firm is newly formed and operated by a single principal, and it discloses a familial and business connection to an external bookkeeping and tax-services provider that it may suggest for back‑office support.
Client services
Financial planning
Portfolio management
Tax preparation and filing services
Expertise
Options & derivatives strategies
Occupation focus
Founder/Business Owner
Fee options
$50,000 - $499,999: 1.00% $500,000 - $999,999: 0.90% $1,000,000 - $2,999,999: 0.80% $3,000,000 - $4,999,999: 0.60% $5,000,000+: Negotiable
Financial Planning & Consulting fees at $100 per hour
Account minimum: $50,000 Minimum fee: One-time setup fee of $100 at commencement; $100 termination fee upon termination Fee-only: Financial Planning & Consulting at $100 per hour; Tax Preparation Fees starting at $650 for personal returns and $1,200 for business returns, fees negotiable
Main office location
Tapa Private Wealth Inc.
912 Drew Street, Ste 202
Clearwater FL 33755, United States
Number of offices
1
Most active in
Tapa Private Wealth Inc. has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
Quick links
LinkedIn
Facebook
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Instagram
Website
646-662-7061
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