Tactical Wealth Partners, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 286416
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· WWW.TACTICALWEALTHPARTNERS.COM
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ADV data as of Mar 24, 2026
- Regulatory AUM
- $13.2M
- Discretionary
- $12.0M
- Clients
- 97
- Avg AUM / client
- $136K
- Accounts
- 350
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 97 | $13.2M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Terrance Robert Andersen | Registered representative | CFP | Feb 2017 (10y) | |
| Danielle Anne Dettenmayer | Registered representative | CFP | May 2022 (4y) | |
| Caitlin Joyce Price | Registered representative | CFP | Feb 2026 (1y) |
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) | 03/24/2026 | 984 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
- • Fixed fees
- • Other fees
- • SOLICITOR FEES FROM THIRD-PARTY INVESTMENT ADVISERS (BASED ON %
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗