ROCKLIN, CACRD 309109Registration Status: ApprovedEffective since May 5, 2026Latest ADV May 4, 2026
Tidwell Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rocklin, CA. Its latest Form ADV filing, dated May 4, 2026, reports $117M in regulatory assets under management, 5 employees, and 184 accounts.
Assets Under Management
$117M
Employees
5
Offices
--
Total Clients
83
Primary office
ROCKLIN, CA
2209 PLAZA DRIVE, SUITE 200, ROCKLIN, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.1% of total clients.
Top client categories% of clientsClients
1
Individuals
65.1%
54
2
HNWI
28.9%
24
3
Pension Plans
6.0%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$117Mas of May 4, 2026
Discretionary100.0%
$117M
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.
Total AUM$117M
Total Accounts184
10Y AUM Change$0 (0.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee17:1
10Y Employee Change0 (0.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.