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.
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 |