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Angela Park Sheldon

Investment adviser representative at Tortuga Wealth Management
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$222.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

16 years in the industry.

  1. Tortuga Wealth Management, Inc.May 2010 to now
  2. LPL Financial, LLCMay 2010 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Tortuga Wealth Management

Legal name: Tortuga Wealth Management, Inc.

$222.9MAssets managed
358Clients
4Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2905596
Firm CRD
153737
Advisor's SEC record (opens in a new tab)
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