Tortuga Wealth Management, Inc.

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 153737 · SEC file 801-124715 · Torrance, CA · WWW.TORTUGAWEALTH.COM

☆ Save with Pro ADV data as of Feb 13, 2026

Regulatory AUM: $223M
Discretionary: $223M
Clients: 358
Avg AUM / client: $623K
Accounts: 604
Employees: 4

AUM over time

$10.0M $223M

Jan 13, 2012 Feb 13, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Feb 13, 2026

Who they serve

Client type	Clients	AUM	% of AUM
High net worth individuals	354	$222M	99.4%
Corporations and other businesses	4	$1.3M	0.58%

People (4)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Angela Park Sheldon	Vice President And Chief Compliance Officer	CFP	May 2010 (16y)	50% – 75%
Kevin Lee Bidenkap	President	CFP Chartered Financial Consultant	May 2010 (16y)	50% – 75%
Jeffrey Walker Weston	Registered representative		Jan 2017 (10y)
Christine Y Chui	Registered representative		Apr 2021 (5y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	02/13/2026	917 KB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Percentage of assets under management
• Hourly charges
• Fixed fees

Services

• Financial planning services
• Portfolio management for individuals/small businesses
• Portfolio management for businesses/institutional clients
• Selection of other advisers

Custody

Reported custodians

LPL Financial $223M (100% of AUM) Feb 2026

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 13, 2026.

View current Form ADV (SEC/IAPD) ↗