Tortuga Wealth Management

Tortuga Wealth Management, Inc., operating as Tortuga Wealth Management, is a California-based investment advisory firm established in 2010. The firm is co-owned by Kevin Lee Bidenkap and Angela Park Sheldon. As a fiduciary, Tortuga Wealth Management is committed to acting in the best interest of its clients. The firm offers financial planning and consulting services, including investment, retirement, estate, charitable, education, tax planning, and more. Clients have the option to engage in LPL Financial Sponsored Advisory Programs, such as Optimum Market Portfolios, Personal Wealth Portfolios, Model Wealth Portfolios, and Manager Access Select. The firm manages $156,006,704 in discretionary assets as of 12/31/2024. Fees for financial planning services are charged on an hourly or flat fee basis, while LPL-sponsored programs have annual percentage fees ranging from 2.50% to 3.00%. Tortuga Wealth Management does not charge performance-based fees and typically serves individuals and high net worth individuals. The firm utilizes various methods of analysis and investment strategies, including charting, fundamental analysis, asset allocation, and more. Clients have the option to grant investment discretion to the firm, and Tortuga Wealth Management does not accept proxy authority to vote client securities. The firm does not have any material changes to disclose since its last annual update.