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Member · Tumwater Wealth Management, LLC

Kirsten A Warren

CRD 7046305 · Named on Form ADV at one SEC-registered adviser

At a glance

Tumwater Wealth Management, LLC, an SEC-registered wealth manager based in Boise, ID with $407 million in regulatory assets, lists Kirsten A Warren on its Form ADV as Member, a control person.

Firms and roles

AtlasMembers

Kirsten’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

  • Benjamin C. WarrenManaging Member & Chief Compliance Officer, Tumwater Wealth Management, LLC

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