Angela Sheldon has been Vice President and Chief Compliance Officer of Tortuga Wealth Management since May 2010, is a control person of the firm and directly owns between 50% and 75% of it. Angela Sheldon holds a Bachelor of Arts in History from the University of California, Los Angeles.
Tortuga Wealth Management, Inc. is a Torrance, CA firm with $223M under management, 358 clients and 4 advisers in one office, as of its February 2026 filing.
Angela Park Sheldon is Managing Partner/Wealth Advisor of Tortuga Wealth Management and a co-founder of the firm, with over 22 years of experience. She is the primary advanced estate planning advisor and oversees the financial planning process, with an emphasis on multi-generation wealth transfer planning. Before founding the firm with Kevin Bidenkap in 2010, she was a financial advisor and retirement planning specialist with Citi Smith Barney and Morgan Stanley.
Angela Sheldon’s longest registration is the current one, 16 years at Tortuga Wealth Management since 2010. Before joining Tortuga Wealth Management in 2010, Angela Sheldon was registered through Morgan Stanley Smith Barney LLC and Citigroup Global Markets Inc.
- Tortuga Wealth ManagementCurrent– present · 16 yearsTorrance, CA · Adviser representative · Firm CRD 153737
- Morgan Stanley Smith Barney LLC– · 1 yearTorrance, CA · Adviser representative · Firm CRD 149777
- Citigroup Global Markets Inc.– · 3 yearsTorrance, CA · Adviser representative · Firm CRD 7059
- Morgan Stanley– · 3 yearsTorrance, CA · Adviser representative · Firm CRD 7556
Professional designations
Listed by Tortuga Wealth Management
- CFP®
- AEP®
Investment adviser representative registrations
Angela Sheldon is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in May 2010.
- CaliforniaSince 21 May 2010
- TexasResidentSince 21 May 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 9 January 2002 |
| Series 66 | Uniform Combined State Law Examination | 4 January 2002 |
| Series 7 | General Securities Representative Examination | 3 December 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Angela Park Sheldon
- CRD
- 2905596
- Firm
- Tortuga Wealth Management · CRD 153737
- Role
- Vice President and Chief Compliance Officer
- Office
- 1957 CARSON STREET, SUITE 100, Torrance, CA 90501
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2001
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- tortugawealth.com
Where does Angela Sheldon work?
Angela Sheldon has been Vice President and Chief Compliance Officer of Tortuga Wealth Management, Inc. since May 2010, and is a control person of the firm.
Is Angela Sheldon a financial advisor?
Yes. Angela Sheldon has a current investment-adviser registration in California and Texas, through Tortuga Wealth Management since May 2010.
How many years of experience does Angela Sheldon have?
Angela Sheldon has 24 years in the financial industry, since December 2001, across 4 adviser firms.
What exams has Angela Sheldon passed?
Angela Sheldon has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in December 2001. FINRA credited Angela Sheldon with the SIE, which began in October 2018.
Where did Angela Sheldon work before Tortuga Wealth Management?
Before Tortuga Wealth Management, Angela Sheldon was registered through Citigroup Global Markets Inc., August 2005 to June 2009; Morgan Stanley, February 2002 to August 2005.
Where is Angela Sheldon based?
Angela Sheldon’s registered office is in Torrance, CA.
Is Angela Sheldon registered with FINRA?
Yes. Angela Sheldon has a current broker registration, under CRD 2905596.
Source: FINRA BrokerCheck
Is Angela Sheldon a CFP?
Tortuga Wealth Management lists Angela Sheldon with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Angela Sheldon’s record?
Search CRD 2905596 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Angela Sheldon’s full registration record.
