Tandem Financial, LLC
Tandem Financial, LLC is an SEC-registered wealth manager in Greenwood Village, CO with $541.8M assets under management (AUM, regulatory AUM), +86% over one year. See who owns Tandem Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 292565, SEC 801-122130, data through 2026-06-02.
- AUM (assets under management / regulatory AUM)
- $541.8M (2026-06-02)
- Firm type
- Wealth Manager
- Location
- Greenwood Village, CO
- Employees
- 6
- Clients
- 457
- CRD
- 292565
- Ownership
- FRANKLIN, MICHAEL, KEVIN; ERICKSON, RYAN, BRADLEY
How much AUM does Tandem Financial, LLC have?
Tandem Financial, LLC reported $541.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-02).
Who owns Tandem Financial, LLC?
Disclosed owners and executives of Tandem Financial, LLC include FRANKLIN, MICHAEL, KEVIN, ERICKSON, RYAN, BRADLEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.