|
⚲
|
| Tandem Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 157794 |
| SEC # | 801-115170 |
| CIK # | 0001842557 |
| AUM | $196.6 MM (2024-03-29) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 602-297-8600 |
| Address | 1850 N Central Avenue, Suite 330 Phoenix, AZ 85004 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 1.2 | |
| AAPL | 2,382,844.0 | 1.0 | |
| GOOGL | 1,475,138.5 | 0.9 | |
| AMZN | 1,092,997.8 | 0.7 | |
| COST | 207,576.9 | 0.7 | |
| NVDA | 399,550.0 | 0.7 | |
| LLY | 301,789.7 | 0.6 | |
| AVGO | 201,282.9 | 0.6 | |
| KLAC | 49,261.0 | 0.5 | |
| PNC | 66,069.5 | 0.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 168 | 56.5 |
| (b) Individuals (high net worth individuals) | 54 | 110.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 14.5 |
| (g) Pension and profit sharing plans | 58 | 15.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 657 | 196.6 |
| By Discretionary | ||
| Discretionary | 637 | 192.5 |
| Non-Discretionary | 20 | 4.1 |
| Total | 657 | 196.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 196.6 | |
| Total | 657 | 196.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001842557] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Integrated Capital Management Inc
✚
|
PA | 0.2 |
|
Johnson Wealth Management LLC
✚
|
ND | 0.2 |
|
Ables Iannone Moore & Associates Inc
✚
|
GA | 0.2 |
|
Birks Financial Corp
✚
|
VA | 0.2 |
|
Varra Wealth Management LLC
✚
|
CO | 0.2 |
|
Summit Investment Advisors Inc
✚
|
MD | 0.2 |
|
Capital Financial Group Inc
✚
|
CO | 0.2 |
|
CMC Financial Group LLC
✚
|
GA | 0.2 |
|
Matthias Private Wealth LLC
✚
|
FL | 0.2 |
|
WMS Advisors LLC
✚
|
NC | 0.2 |