RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
C•••••••• Y• C•••
- Title
- Financial Advisorreportedtortugawealth.comfirm site, Sep 16, 2026
- Designations
- MBAreportedtortugawealth.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 8reportedtortugawealth.com“Christine has 8 years of experience in international business management and over 15 years of experience in the financial services industry.”
- Business email
- christine@tortugawealth.comreportedtortugawealth.comfirm site, Sep 16, 2026
- Direct business phone
- 310-929-0109reportedtortugawealth.comfirm site, Sep 16, 2026
- Professional profile
- tortugawealth.com/team/christine-chuireportedtortugawealth.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- T•••••• W••••• M••••••••• independent RIA currentsince Apr 22, 2021 · Torrance, Ca
- L•• F•••••••• L•• BD affiliatedJun 4, 2018 to May 22, 2019 · Torrance, Ca
- L•• F•••••••• L•• BD affiliatedJul 14, 2014 to Jul 12, 2016 · Glendora, Ca
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseAug 10, 2001 to Jul 19, 2012 · Pasadena, Ca
- L•• F•••••••• L•• to T•••••• W••••• M•••••••••left May 22, 2019, registered Apr 22, 2021 (701 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to L•• F•••••••• L••left Jul 19, 2012, registered Jul 14, 2014 (725 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address