Tiemann Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Menlo Park, CA. Its latest Form ADV filing, dated March 25, 2026, reports $341M in regulatory assets under management, 2 employees, and 295 accounts.
Assets Under Management
$341M
Employees
2
Offices
--
Total Clients
98
Primary office
MENLO PARK, CA
750 MENLO AVENUE, SUITE 300, MENLO PARK, CA, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 70.4% of total clients.
Top client categories% of clientsClients
1
HNWI
70.4%
69
2
Individuals
29.6%
29
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$341Mas of March 25, 2026
Discretionary100.0%
$341M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$341M
Total Accounts295
10Y AUM Change+$138M (+68.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee49:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.