Tandem Wealth Advisors
Tandem Wealth Advisors is an SEC-registered mass-market adviser in Phoenix, AZ with $261.5M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Tandem Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157794, SEC 801-115170, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $261.5M (2026-04-01)
- Firm type
- Mass-Market Adviser
- Location
- Phoenix, AZ
- Employees
- 7
- Clients
- 310
- CRD
- 157794
- Ownership
- THE SCHAAL TRUST; SCHAAL, CHESTER, ANGUS
How much AUM does Tandem Wealth Advisors have?
Tandem Wealth Advisors reported $261.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Tandem Wealth Advisors?
Disclosed owners and executives of Tandem Wealth Advisors include THE SCHAAL TRUST, SCHAAL, CHESTER, ANGUS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.