Tandemgrowth Financial Advisors, LLC
Tandemgrowth Financial Advisors, LLC is an SEC-registered wealth manager in Alpharetta, GA with $297.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Tandemgrowth Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 125490, SEC 801-79425, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $297.0M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Alpharetta, GA
- Employees
- 4
- Clients
- 202
- CRD
- 125490
- Ownership
- BERNIER, JON, JEFFREY; GARRETT, JAMES, KEVIN
How much AUM does Tandemgrowth Financial Advisors, LLC have?
Tandemgrowth Financial Advisors, LLC reported $297.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Tandemgrowth Financial Advisors, LLC?
Disclosed owners and executives of Tandemgrowth Financial Advisors, LLC include BERNIER, JON, JEFFREY, GARRETT, JAMES, KEVIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.