Christine Y Chui
Investment adviser representative at Tortuga Wealth Management
10 yearsExperience
1 stateRegistered in
$222.9MFirm assets
4 yearsFirm in business
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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
10 years in the industry.
- Tortuga Wealth Management, Inc.Apr 2021 to now
- LPL Financial, LLCApr 2021 to now
- Pepperwood ApartmentsApr 2019 to Apr 2021
- LPL Financial, LLCJun 2018 to Apr 2019
- Pepperwood ApartmentsJul 2016 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4353814
- Firm CRD
- 153737