Tidwell Wealth Management LLC
Tidwell Wealth Management LLC is an SEC-registered wealth manager with $116.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Tidwell Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309109, data through 2026-05-04.
- AUM (assets under management / regulatory AUM)
- $116.7M (2026-05-04)
- Firm type
- Wealth Manager
- Employees
- 5
- Clients
- 83
- CRD
- 309109
- Ownership
- WELLS, MICHAEL, THOMAS; TIDWELL, IVAN, JAY
How much AUM does Tidwell Wealth Management LLC have?
Tidwell Wealth Management LLC reported $116.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-04).
Who owns Tidwell Wealth Management LLC?
Disclosed owners and executives of Tidwell Wealth Management LLC include WELLS, MICHAEL, THOMAS, TIDWELL, IVAN, JAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.