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| Tandem Wealth Advisors LLC
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|---|---|
| CRD # | 157794 |
| SEC # | 801-115170 |
| CIK # | 0001842557 |
| AUM | $261.5 M (2026-04-01) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 602-297-8600 |
| Address | 1850 N Central Avenue, Suite 330 Phoenix, AZ 85004 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 1.7 | ||
| Apple Inc | 1.5 | ||
| Costco Wholesale Corp /NEW | 1.3 | ||
| Nvidia Corp | 1.3 | ||
| Microsoft Corp | 1.2 | ||
| Alphabet Inc | 1.2 | ||
| KLA Tencor Corp | 1.1 | ||
| Facebook Inc | 1.0 | ||
| Lilly Eli & Co | 1.0 | ||
| Broadcom Inc | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 39.0 |
| (b) Individuals (high net worth individuals) | 96 | 191.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 16.0 |
| (g) Pension and profit sharing plans | 54 | 15.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 736 | 261.5 |
| By Discretionary | ||
| Discretionary | 711 | 255.8 |
| Non-Discretionary | 25 | 5.7 |
| Total | 736 | 261.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 261.5 | |
| Total | 736 | 261.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001842557] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
PFC Capital Group Inc
✚
|
CA | 0.3 |
|
Charleston Financial Advisors LLC
✚
|
SC | 0.3 |
|
Trippon Wealth Management Group LLC
✚
|
TX | 0.3 |
|
Timecapital Investor Advisory Services Inc
✚
|
NY | 0.3 |
|
J Team Financial Inc
✚
|
TX | 0.3 |
|
WJ Wealth Management LLC
✚
|
AZ | 0.3 |
|
Bullock Wealth Management Group Inc
✚
|
IN | 0.3 |
|
Financial Designs Wealth Management LLC
✚
|
FL | 0.3 |
|
Viawealth LLC
✚
|
KS | 0.3 |
|
GLR Partners LLC
✚
|
MD | 0.3 |