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Multi-Family OfficeRIA · CRD 314067State-Registered Investment Adviser

Updated:

Tushaus Wealth Management

Tushaus Wealth Management is a family-run, family-owned wealth management firm dedicated to helping individuals and families prepare for retirement.

Overview

Tushaus Wealth Management is a family-run, family-owned wealth management firm dedicated to helping individuals and families prepare for retirement. It provides personalized financial planning including investment, tax, healthcare, and wealth transfer strategies, and operates as independent fiduciaries. Core services are tax planning and preparation, investment management and advisory, financial planning, and estate planning and documentation. The firm serves clients from offices in San Diego, California, and Scottsdale, Arizona.

General information

Firm type

Multi Family Office

Principals

Kirk Tushaus

Blair Tushaus

Chase Tushaus

Chief Compliance Officer

Camilla Ryan

Sector focus

individuals and families preparing for retirement

Frequently asked questions

Does Tushaus Wealth Management disclose its AUM?

No. The firm has not published an AUM figure. This is common for smaller family offices that prefer privacy.

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