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| Tidwell Wealth Management LLC
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|
|---|---|
| CRD # | 309109 |
| SEC # | 801-135914 |
| CIK # | |
| AUM | $116.7 M (2026-05-04) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 916-784-1818 |
| Address | 2209 Plaza Drive Rocklin, CA 95765 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 15.6 |
| (b) Individuals (high net worth individuals) | 24 | 80.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 1.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 19.2 |
| (n) Other | 0 | 0.0 |
| Total | 184 | 116.7 |
| By Discretionary | ||
| Discretionary | 184 | 116.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 184 | 116.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 116.7 | |
| Total | 184 | 116.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Abel Financial Management Co
✚
|
0.1 | |
|
NIM Wealth Solutions Inc
✚
|
CA | 0.1 |
|
ALJZ Consulting LLC
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0.1 | |
|
Align Wealth Management LLC
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|
CA | 0.1 |
|
Delphi Management Inc
✚
|
0.1 | |
|
Alsworth Capital Management LLC
✚
|
NY | 0.1 |
|
Hayes Asset Management LLC
✚
|
NY | 0.1 |
|
Dynamic Trading Management LLC
✚
|
NY | 0.1 |
|
Integra Wealth LLC
✚
|
TN | 0.1 |
|
Luna Capital Management LLC
✚
|
CA | 0.1 |