TANDEMGROWTH FINANCIAL ADVISORS, LLC
CRD #125490 SEC #801-79425 ALPHARETTA, GA 770-641-6360
SEC Registered
Total AUM
$258.1M
Discretionary
$257M
Employees
4
Clients
101
Accounts
672
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $258.1M | $257M | $1M | 4 | 5 |
| Apr 2025 | $258.1M | $257M | $1M | 4 | 5 |
| Mar 2025 | $258.1M | $257M | $1M | 4 | 5 |
| Mar 2024 | $235.1M | $234.1M | $982.2K | 4 | 3 |
| Mar 2023 | $200.9M | $200.3M | $599K | 4 | 5 |
| Dec 2022 | $225.4M | $224.6M | $723.6K | 4 | 5 |
| Oct 2022 | $225.4M | $224.6M | $723.6K | 4 | 5 |
| Jul 2022 | $225.4M | $224.6M | $723.6K | 4 | 5 |
| Mar 2022 | $225.4M | $224.6M | $723.6K | 4 | 5 |
| Mar 2022 | $225.4M | $224.6M | $723.6K | 4 | 5 |
| Mar 2022 | $225.4M | $224.6M | $723.6K | 4 | 5 |
| Nov 2021 | $181.1M | $180.4M | $677.1K | 5 | 7 |
| Nov 2021 | $181.1M | $180.4M | $677.1K | 5 | 7 |
| Nov 2021 | $181.1M | $180.4M | $677.1K | 5 | 7 |
| May 2021 | $181.1M | $180.4M | $677.1K | 5 | 7 |
| May 2021 | $181.1M | $180.4M | $677.1K | 5 | 7 |
| Feb 2021 | $181.1M | $180.4M | $677.1K | 5 | 7 |
| Feb 2021 | $181.1M | $180.4M | $677.1K | 5 | 7 |
| Nov 2020 | $167.5M | $165.9M | $1.6M | 5 | 7 |
| Nov 2020 | $167.5M | $165.9M | $1.6M | 5 | 7 |
| Nov 2020 | $167.5M | $165.9M | $1.6M | 5 | 7 |
| Jun 2020 | $167.5M | $165.9M | $1.6M | 5 | 7 |
| Jun 2020 | $167.5M | $165.9M | $1.6M | 5 | 7 |
| Apr 2020 | $167.5M | $165.9M | $1.6M | 5 | 7 |
| Mar 2020 | $167.5M | $165.9M | $1.6M | 5 | 7 |
| Jul 2019 | $141.5M | $140M | $1.5M | 5 | 15 |
| Feb 2019 | $141.5M | $140M | $1.5M | 5 | 15 |
| Jan 2019 | $141.1M | $139.5M | $1.6M | 5 | 9 |
| Oct 2018 | $141.1M | $139.5M | $1.6M | 5 | 9 |
| Jan 2018 | $141.1M | $139.5M | $1.6M | 5 | 9 |
| Aug 2017 | $122.1M | $120.6M | $1.5M | 5 | 200 |
| Mar 2017 | $122.1M | $120.6M | $1.5M | 5 | 200 |
| Mar 2016 | $119.2M | $107.3M | $11.8M | 6 | 200 |
| Oct 2015 | $109.1M | $107.6M | $1.5M | 6 | 100 |
| Aug 2015 | $116.5M | $104.1M | $12.3M | 6 | 100 |
| Jun 2015 | $116.5M | $104.1M | $12.3M | 6 | 100 |
| Mar 2015 | $116.5M | $104.1M | $12.3M | 6 | 100 |
| Mar 2014 | $107.5M | $94.3M | $13.3M | 3 | 100 |
| Jun 2012 | $81M | $69.9M | $11.1M | 1 | 130 |
| Apr 2012 | $81M | $69.9M | $11.1M | 1 | 130 |
| Mar 2012 | $81M | $69.9M | $11.1M | 1 | 130 |
| Mar 2012 | $81M | $69.9M | $11.1M | 1 | 130 |
| Sep 2009 | $64.4M | $53.3M | $11M | 5 | -- |
| Mar 2007 | $59.6M | $57.8M | $1.8M | 5 | -- |
| Mar 2006 | $44.3M | $42.9M | $1.4M | 5 | -- |
DateSep 2025
Total AUM$258.1M
Discretionary$257M
Non-Disc.$1M
Employees4
Clients5
DateApr 2025
Total AUM$258.1M
Discretionary$257M
Non-Disc.$1M
Employees4
Clients5
DateMar 2025
Total AUM$258.1M
Discretionary$257M
Non-Disc.$1M
Employees4
Clients5
DateMar 2024
Total AUM$235.1M
Discretionary$234.1M
Non-Disc.$982.2K
Employees4
Clients3
DateMar 2023
Total AUM$200.9M
Discretionary$200.3M
Non-Disc.$599K
Employees4
Clients5
DateDec 2022
Total AUM$225.4M
Discretionary$224.6M
Non-Disc.$723.6K
Employees4
Clients5
DateOct 2022
Total AUM$225.4M
Discretionary$224.6M
Non-Disc.$723.6K
Employees4
Clients5
DateJul 2022
Total AUM$225.4M
Discretionary$224.6M
Non-Disc.$723.6K
Employees4
Clients5
DateMar 2022
Total AUM$225.4M
Discretionary$224.6M
Non-Disc.$723.6K
Employees4
Clients5
DateMar 2022
Total AUM$225.4M
Discretionary$224.6M
Non-Disc.$723.6K
Employees4
Clients5
DateMar 2022
Total AUM$225.4M
Discretionary$224.6M
Non-Disc.$723.6K
Employees4
Clients5
DateNov 2021
Total AUM$181.1M
Discretionary$180.4M
Non-Disc.$677.1K
Employees5
Clients7
DateNov 2021
Total AUM$181.1M
Discretionary$180.4M
Non-Disc.$677.1K
Employees5
Clients7
DateNov 2021
Total AUM$181.1M
Discretionary$180.4M
Non-Disc.$677.1K
Employees5
Clients7
DateMay 2021
Total AUM$181.1M
Discretionary$180.4M
Non-Disc.$677.1K
Employees5
Clients7
DateMay 2021
Total AUM$181.1M
Discretionary$180.4M
Non-Disc.$677.1K
Employees5
Clients7
DateFeb 2021
Total AUM$181.1M
Discretionary$180.4M
Non-Disc.$677.1K
Employees5
Clients7
DateFeb 2021
Total AUM$181.1M
Discretionary$180.4M
Non-Disc.$677.1K
Employees5
Clients7
DateNov 2020
Total AUM$167.5M
Discretionary$165.9M
Non-Disc.$1.6M
Employees5
Clients7
DateNov 2020
Total AUM$167.5M
Discretionary$165.9M
Non-Disc.$1.6M
Employees5
Clients7
DateNov 2020
Total AUM$167.5M
Discretionary$165.9M
Non-Disc.$1.6M
Employees5
Clients7
DateJun 2020
Total AUM$167.5M
Discretionary$165.9M
Non-Disc.$1.6M
Employees5
Clients7
DateJun 2020
Total AUM$167.5M
Discretionary$165.9M
Non-Disc.$1.6M
Employees5
Clients7
DateApr 2020
Total AUM$167.5M
Discretionary$165.9M
Non-Disc.$1.6M
Employees5
Clients7
DateMar 2020
Total AUM$167.5M
Discretionary$165.9M
Non-Disc.$1.6M
Employees5
Clients7
DateJul 2019
Total AUM$141.5M
Discretionary$140M
Non-Disc.$1.5M
Employees5
Clients15
DateFeb 2019
Total AUM$141.5M
Discretionary$140M
Non-Disc.$1.5M
Employees5
Clients15
DateJan 2019
Total AUM$141.1M
Discretionary$139.5M
Non-Disc.$1.6M
Employees5
Clients9
DateOct 2018
Total AUM$141.1M
Discretionary$139.5M
Non-Disc.$1.6M
Employees5
Clients9
DateJan 2018
Total AUM$141.1M
Discretionary$139.5M
Non-Disc.$1.6M
Employees5
Clients9
DateAug 2017
Total AUM$122.1M
Discretionary$120.6M
Non-Disc.$1.5M
Employees5
Clients200
DateMar 2017
Total AUM$122.1M
Discretionary$120.6M
Non-Disc.$1.5M
Employees5
Clients200
DateMar 2016
Total AUM$119.2M
Discretionary$107.3M
Non-Disc.$11.8M
Employees6
Clients200
DateOct 2015
Total AUM$109.1M
Discretionary$107.6M
Non-Disc.$1.5M
Employees6
Clients100
DateAug 2015
Total AUM$116.5M
Discretionary$104.1M
Non-Disc.$12.3M
Employees6
Clients100
DateJun 2015
Total AUM$116.5M
Discretionary$104.1M
Non-Disc.$12.3M
Employees6
Clients100
DateMar 2015
Total AUM$116.5M
Discretionary$104.1M
Non-Disc.$12.3M
Employees6
Clients100
DateMar 2014
Total AUM$107.5M
Discretionary$94.3M
Non-Disc.$13.3M
Employees3
Clients100
DateJun 2012
Total AUM$81M
Discretionary$69.9M
Non-Disc.$11.1M
Employees1
Clients130
DateApr 2012
Total AUM$81M
Discretionary$69.9M
Non-Disc.$11.1M
Employees1
Clients130
DateMar 2012
Total AUM$81M
Discretionary$69.9M
Non-Disc.$11.1M
Employees1
Clients130
DateMar 2012
Total AUM$81M
Discretionary$69.9M
Non-Disc.$11.1M
Employees1
Clients130
DateSep 2009
Total AUM$64.4M
Discretionary$53.3M
Non-Disc.$11M
Employees5
Clients--
DateMar 2007
Total AUM$59.6M
Discretionary$57.8M
Non-Disc.$1.8M
Employees5
Clients--
DateMar 2006
Total AUM$44.3M
Discretionary$42.9M
Non-Disc.$1.4M
Employees5
Clients--