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TANDEM WEALTH ADVISORS
TANDEM WEALTH ADVISORS LLC
CRD 157794 · SEC 801-115170
1850 N. CENTRAL AVENUE, SUITE 330, PHOENIX, AZ, 85004, United States
Phone
602-297-8600
Fax
602-297-8601
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$261.5M
Discretionary AUM
$255.8M
Team
7 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 155 | $39.0M |
| High net worth individuals | 96 | $191.2M |
| Pooled investment vehicles | 5 | $16.0M |
| Pension/profit sharing plans | 54 | $15.4M |
States served
AZ, CA, CO, GA, MT, NY, OH, OR, PA, SC, TN, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD