Tuttle Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$65,070,000
Clients
565
6% high-net worth
Advisors
3
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
188
Very HighAverage account size
$115,168
About
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.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning generally ranging from $2,500 to $20,000; one-time engagement fees up to $3,500; ongoing engagement fees up to $10,000 per year
$0 - $249,999: 1.50% $250,000 - $499,999: 1.40% $500,000 - $999,999: 1.20% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.95% $5,000,000 - $9,999,999: 0.85% $10,000,000 - $14,999,999: 0.75% $15,000,000 - $24,999,999: 0.65% $25,000,000 - $49,999,999: 0.55% $50,000,000 - $99,999,999: 0.30% $100,000,000 - $249,999,999: 0.20% $250,000,000+: 0.15%
Up to $300 per hour for investment consulting and financial planning services
Account minimum: $5,000 Minimum fee: Minimum advisory fee of 0.15% annually, no minimum dollar amount on advisory fees Fee-only: Investment consulting and financial planning hourly rates up to $300/hour; fixed fees for financial planning ranging generally from $2,500 to $20,000; one-time engagement fees up to $3,500; ongoing engagement fees up to $10,000 per year
Main office location
Tuttle Wealth Partners LLC
Riverside CT, United States
Number of offices
4
Most active in
Connecticut · Florida · Georgia · Louisiana · North Carolina · South Carolina · Tennessee · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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