TANDEM WEALTH ADVISORS LLC
Doing business as TANDEM WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$261,539,225
Discretionary
$255,792,255
Non-discretionary
$5,746,970
Firm details
- CRD number
- 157794
- SEC file number
- 801-115170
- Main office
- PHOENIX, AZ, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.