RIADelta · Form ADV amended

TUMWATER WEALTH MANAGEMENT, LLC

Form ADV filing recorded 2026-08-11 · CRD 300443 · $406.6 million regulatory AUM

EventForm ADV amended
Effective2026-08-11

On 2026-08-11 the SEC recorded a Form ADV filing for TUMWATER WEALTH MANAGEMENT, LLC (CRD 300443). The filing reports $406.6 million in regulatory assets under management. 5 employees. Form ADV content is self-reported by the adviser and is not verified by the SEC or by us.

Reported facts

Firm crd number
300443
Legal name
TUMWATER WEALTH MANAGEMENT, LLC
Filed on
2026-08-11
Regulatory aum usd
$406,568,048
Total employees
5
Reports disclosure
No

Every field above is as sec_iapd_adviser_feed published it. Nothing on this page is our interpretation.

Provenance

Source
sec_iapd_adviser_feed
Source record
300443
Snapshot hash
c472e0ed99bc52686524da347076ad740dd07caf6ca14252ad569b0ae7923a52
Source URL
https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_FIRM_SEC_Feed_09_01_2026.xml.gz
Observed
2026-09-08T16:22:09.483Z
Transform
sec_iapd_firm_to_adviser v1
Event rule
sec_iapd_adviser_filed v1
Event key
fa7960ac348bc51f3e9938781edfa9ae99ab8f88280248e21849d9e00392f8a9
Signal type
ria_filing.amended

Source terms that apply

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Source: SEC Investment Adviser Public Disclosure (IAPD) Form ADV data