Tuttle Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Tuttle Wealth Partners reports 417 clients. They include 374 individual clients, 29 high-net-worth individuals, and 14 pension and profit-sharing plans. Of its assets, 89.4% ($93.2M across 674 accounts) are managed with discretion; $11M across 14 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 90% | 59% |
| High-net-worth individuals | 7% | 31% |
| Pension and profit-sharing plans | 3% | 11% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 374 | $61.3M | 58.8% | $164K |
| High-net-worth individuals | 29 | $32M | 30.7% | $1.1M |
| Pension and profit-sharing plans | 14 | $11M | 10.6% | $787K |
| Total | 417 | $104M | 100% | $250K |
- Clients
- 374
- Regulatory AUM
- $61.3M
- AUM share
- 58.8%
- Avg. per client
- $164K
- Clients
- 29
- Regulatory AUM
- $32M
- AUM share
- 30.7%
- Avg. per client
- $1.1M
- Clients
- 14
- Regulatory AUM
- $11M
- AUM share
- 10.6%
- Avg. per client
- $787K
Total
- Clients
- 417
- Regulatory AUM
- $104M
- AUM share
- 100%
- Avg. per client
- $250K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Tuttle Wealth Partners charges 0.15%–1.50% a year for its Separately Managed Accounts. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Investment Consulting and Financial Planning
- Investment consulting is billed at up to $300 an hour; fixed-fee financial planning is negotiable, generally $2,500 to $20,000.
Faye Sykes owns 75% or more of Tuttle Wealth Partners. The leadership team of Tuttle Wealth Partners includes President Faye Sykes, Chief Operating Officer Ahmad Karim and Chief Compliance Officer Stephanie Barrett. It has 7 employees, 2 of them in advisory roles.
Leadership
Faye SykesPresident- Ahmad KarimChief Operating Officer
- Stephanie BarrettChief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 2 in advisory functions
- 2 state-registered reps
- 3 insurance agents
- Owns 75% or more of Tuttle Wealth Partners LLC
Faye Sykes
Control person · since February 2026
Besides its headquarters, Tuttle Wealth Partners has 2 offices (1 private residence, listed without an address), with 2 listed addresses in Georgia and New York.
Georgia · 1 listed address
- 2970 Clairmont RD, Suite 940, BrookhavenHQ
New York · 1 listed address
- 12 East 49th Street, New York
Other business names
Tuttle Wealth Partners has reported 1 other business name to the SEC.
- Tuttle Wealth
Contact and registration details
- Legal name
- Tuttle Wealth Partners LLC
- Headquarters
- 2970 Clairmont RD, Suite 940, Brookhaven, GA 30329
- Website
- tuttlewealth.com
- Phone
- 800-781-1219
- SEC file
- 801-134636
- Structure
- Georgia LLC
- Fiscal year end
- December
Tuttle Wealth Partners uses Charles Schwab ($65.1M) as custodian for its separately managed accounts. Tuttle Wealth Partners does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $65.1M100%
At year end, Tuttle Wealth Partners’ separately managed accounts were mostly in stocks (78%) and funds (18%).
What the accounts hold
- Stocks78%
- Exchange-traded equities67%
- Non-exchange-traded equities11%
- Funds18%
- Bonds1%
- Cash3%
How many clients does Tuttle Wealth Partners have?
Tuttle Wealth Partners has 417 clients and manages $104 million for them, as of September 2026. They include 374 individual clients, 29 high-net-worth individuals, and 14 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 September 2026
What services does Tuttle Wealth Partners offer?
Tuttle Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Tuttle Wealth Partners charge?
Tuttle Wealth Partners charges 0.15%–1.50% a year for its Separately Managed Accounts. The fee is billed in advance and is negotiable.
Which custodians does Tuttle Wealth Partners use?
Tuttle Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $65.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 September 2026
How many financial advisors does Tuttle Wealth Partners have?
Tuttle Wealth Partners has 2 investment adviser representatives registered with state securities authorities, out of 7 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 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
What does Tuttle Wealth Partners invest in?
At the end of its last fiscal year, Tuttle Wealth Partners’ separately managed accounts held 67% exchange-traded equities, 18% registered funds (mutual funds, ETFs, BDCs), 11% non-exchange-traded equities, 3% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Tuttle Wealth Partners?
Tuttle Wealth Partners’ direct owner is Faye Sykes (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 September 2026
How does Tuttle Wealth Partners get paid?
Tuttle Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Tuttle Wealth Partners?
Tuttle Wealth Partners’ main office is at 2970 Clairmont RD, Suite 940, Brookhaven, GA 30329. Its phone number is 800-781-1219. Its website is tuttlewealth.com.