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Tumwater Wealth Management, LLC
Tumwater Wealth Management, LLC is an Idaho-based investment adviser founded in November 2018 by Benjamin C Warren and Kirsten Warren. Headquartered in Boise, Idaho, the firm provides holistic and fiduciary-level financial planning and investment management services, focusing on simplifying and guiding the financial lives of entrepreneurial families and individuals. With approximately 4 employees and regulatory registrations with the SEC, Tumwater Wealth Management advises a range of client types including high net worth individuals, pension/profit sharing plans, charitable organizations, and businesses.
Investment Strategy
Tumwater Wealth Management employs a comprehensive, holistic approach to wealth management that integrates financial planning with customized investment strategies. The firm serves primarily entrepreneurial families and high net worth individuals, focusing on a fiduciary standard and alignment of interests. Their investment philosophy emphasizes evidence-based investing, diversification, and long-term planning to help clients cut through financial noise, minimize stress, and achieve their goals with confidence. The firm manages both discretionary and non-discretionary accounts, tailoring portfolio allocations to each client's circumstances and objectives.
Latest 13F Filing Activity
Tumwater Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 37 equity positions with a total 13F market value of $215M. The fund increased holdings in Dimensional Etf Trust, Vanguard Index FDS, Dimensional Etf Trust among other positions. Tumwater Wealth Management, LLC reduced exposure to Chevron Corp. New, Vanguard World FD, Apple Inc. among others.
Top Holdings
Equity Positions (37)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAX | DIMENSIONAL ETF TRUST | 30.44% | $65.5M | 2,230,808 | $24.97 | $29.37 | +$8.3M |
V VTI | VANGUARD INDEX FDS | 23.53% | $50.6M | 166,629 | $290.50 | $303.93 | +$7.1M |
D DFAT | DIMENSIONAL ETF TRUST | 15.26% | $32.8M | 608,546 | $55.45 | $53.96 | +$3.8M |
D DFLV | DIMENSIONAL ETF TRUST | 12.28% | $26.4M | 852,008 | $30.08 | $31.02 | +$1.6M |
B BIV | VANGUARD BD INDEX FDS | 6.61% | $14.2M | 183,884 | $74.81 | $77.34 | +$120.3K |
Industry Allocation
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