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Vice President and Chief Compliance Officer · Tortuga Wealth Management

Angela P. Sheldon

CRD 2905596 · Named on Form ADV at one SEC-registered adviser

At a glance

Tortuga Wealth Management, an SEC-registered wealth manager based in Torrance, CA with $223 million in regulatory assets, lists Angela P. Sheldon on its Form ADV as Vice President and Chief Compliance Officer, a control person.

Firms and roles

  • Tortuga Wealth ManagementVice President and Chief Compliance OfficerWealth manager · Torrance, CA · $223M in regulatory assets

AtlasMembers

Angela’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Angela’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.