Tortuga Wealth Management

Overview

Tortuga Wealth Management is an SEC registered investment adviser based in Torrance, CA, registered since 2012. It reports $223M in assets under management across 604 accounts, with 4 employees. It has 4 investment adviser representatives.

Reported AUM

$223M

Discretionary

100%

Accounts

604

Average account

$369K

Employees

4

Advisory reps

4

Registered since

2012

Jurisdictions

6

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Kevin Lee Bidenkap President CRD 2492838
• Angela Park Sheldon Vice President, Chief Compliance Officer CRD 2905596

Advisory reps 3 of 4

• Kevin Lee Bidenkap Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2492838
• Christine Yu Chui Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4353814
• Angela Park Sheldon Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2905596

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

1957 W Carson St Ste 100
Torrance, CA 90501

County

Los Angeles

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: tortugawealth.com

Every state, with registration dates

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