Tandem Wealth Advisors
Firm details
- Headquarters
- Phoenix, Arizona
- CRD number
- 157794
- Registered since
- April 26, 2019
- Website
- tandemwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., AMERICAN TRUST CUSTODY
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.09%
- Individuals14.9%
- Pooled Investment Vehicles6.14%
- Pension & Profit Sharing Plans5.87%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Tandem Wealth Advisors is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2019) and serves both individual and family clients as well as institutional accounts. Its advisory mix includes financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Fee arrangements combine percentage-of-AUM billing with fixed fees. Tandem identifies equities as its primary preference and does not present itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$243M in ETFs
100%
$243M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TRUST (MDY) | State Street | Passive | Mid Cap Blend | $28.9M | 41,156 | 11.94% |
Location
Phoenix, AZ
Maricopa
Location
Phoenix, AZ
Headquartered in Phoenix, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 1850 N Central Ave
- Time zone
- MT (UTC-7)
- Office locations
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