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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Tortuga Wealth Management have?","answer":"Tortuga Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Tortuga Wealth Management invest in?","answer":"At the end of its last fiscal year, Tortuga Wealth Management’s separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 40% exchange-traded equities, 6% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Tortuga Wealth Management?","answer":"Tortuga Wealth Management’s direct owners are Kevin Bidenkap (50% to 75%) and Angela Sheldon (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 13 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Tortuga Wealth Management get paid?","answer":"Tortuga Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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