Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

TANDEM WEALTH ADVISORS LLC

dba TANDEM WEALTH ADVISORS · CRD 157794 · Registered Investment Adviser

TANDEM WEALTH ADVISORS LLC is a Registered Investment Adviser headquartered in PHOENIX, AZ. The firm reports $261,539,225 in regulatory assets under management across 736 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$255,792,255
Non-discretionary$5,746,970
Total RAUM$261,539,225
Accounts736

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 157794. adviserinfo.sec.gov/firm/summary/157794.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.