Tandem Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Phoenix, AZ. Its latest Form ADV filing, dated April 1, 2026, reports $262M in regulatory assets under management, 7 employees, 3 offices, and 736 accounts.
Assets Under Management
$262M
Employees
7
Offices
3 offices
Total Clients
310
Primary office
PHOENIX, AZ
1850 N. CENTRAL AVENUE, SUITE 330, PHOENIX, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.0% of total clients.
Top client categories% of clientsClients
1
Individuals
50.0%
155
2
HNWI
31.0%
96
3
Pension Plans
17.4%
54
4
Pooled Investment Vehicles
1.6%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$262Mas of April 1, 2026
Discretionary97.8%
$256M
98% of total RAUM97.8%
Non-discretionary2.2%
$6M
2% of total RAUM2.2%
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.
Total AUM$262M
Total Accounts736
10Y AUM Change+$144M (+121.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee44:1
10Y Employee Change+2 (+40.0%)
* 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.