Tandemgrowth Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Alpharetta, GA. Its latest Form ADV filing, dated March 18, 2026, reports $297M in regulatory assets under management, 4 employees, and 664 accounts.
Assets Under Management
$297M
Employees
4
Offices
--
Total Clients
202
Primary office
ALPHARETTA, GA
3820 MANSELL ROAD, SUITE T30, ALPHARETTA, GA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.8% of total clients.
Top client categories% of clientsClients
1
HNWI
66.8%
135
2
Individuals
33.2%
67
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$297Mas of March 18, 2026
Discretionary99.6%
$296M
100% of total RAUM99.6%
Non-discretionary0.4%
$1M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$297M
Total Accounts664
10Y AUM Change+$175M (+143.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee51:1
10Y Employee Change-1 (-20.0%)
* 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.