⚲
|
Tandem Wealth Advisors LLC
✚
|
|
---|---|
CRD # | 157794 |
SEC # | 801-115170 |
CIK # | 0001842557 |
AUM | $179.9 MM (2023-03-27) |
Employees | 7 (86% Investors, 0% Brokers) |
Phone | 602-297-8600 |
Address | 1850 N Central Avenue, Suite 330 Phoenix, AZ 85004 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 163 | 38.4 |
(b) Individuals (high net worth individuals) | 66 | 112.6 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 4 | 12.1 |
(g) Pension and profit sharing plans | 68 | 16.8 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 703 | 179.9 |
By Discretionary | ||
Discretionary | 685 | 177.3 |
Non-Discretionary | 18 | 2.7 |
Total | 703 | 179.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 179.9 | |
Total | 703 | 179.9 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001842557] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Desert Rose Capital Management Inc
✚
|
ID | 0.2 |
Financially in TUNE LLC
✚
|
MA | 0.2 |
Pinnacle Wealth Advisors Inc
✚
|
OR | 0.2 |
Miramontes Capital LLC
✚
|
CA | 0.2 |
Firstrust LLC
✚
|
FL | 0.2 |
Fisher Financial Advisors LLC
✚
|
NH | 0.2 |
Leigh Baldwin & Co LLC
✚
|
NY | 0.2 |
Embarcadero Financial Investment Advisory LLC
✚
|
CA | 0.2 |
GMG Private Counsel ULC
✚
|
0.2 | |
Insight Strategic Wealth LLC
✚
|
TN | 0.2 |