TANDEM WEALTH ADVISORS LLC
Legal name: TANDEM WEALTH ADVISORS
CRD #157794 SEC #801-115170 PHOENIX, AZ 602-297-8600
SEC Registered
Total AUM
$223.4M
Discretionary
$216.6M
Employees
7
Clients
0
Accounts
673
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $223.4M | $216.6M | $6.8M | 7 | 0 |
| Mar 2025 | $223.4M | $216.6M | $6.8M | 7 | 0 |
| Mar 2024 | $196.6M | $192.5M | $4.1M | 5 | 0 |
| Nov 2023 | $179.9M | $177.3M | $2.7M | 7 | 0 |
| Mar 2023 | $179.9M | $177.3M | $2.7M | 7 | 0 |
| Mar 2022 | $222M | $222M | $0 | 6 | 0 |
| Feb 2022 | $199.6M | $199.6M | $0 | 6 | 0 |
| Nov 2021 | $199.6M | $199.6M | $0 | 6 | 0 |
| Oct 2021 | $199.6M | $199.6M | $0 | 6 | 0 |
| Sep 2021 | $199.6M | $199.6M | $0 | 6 | 0 |
| Aug 2021 | $199.6M | $199.6M | $0 | 6 | 0 |
| Jun 2021 | $199.6M | $199.6M | $0 | 6 | 0 |
| Jun 2021 | $199.6M | $199.6M | $0 | 6 | 0 |
| Mar 2021 | $199.6M | $199.6M | $0 | 6 | 0 |
| Dec 2020 | $142.7M | $142.7M | $0 | 4 | 0 |
| Dec 2020 | $142.7M | $142.7M | $0 | 4 | 0 |
| Dec 2020 | $142.7M | $142.7M | $0 | 4 | 0 |
| Sep 2020 | $142.7M | $142.7M | $0 | 4 | 0 |
| Sep 2020 | $142.7M | $142.7M | $0 | 4 | 0 |
| Jun 2020 | $142.7M | $142.7M | $0 | 4 | 0 |
| Apr 2020 | $142.7M | $142.7M | $0 | 4 | 0 |
| Mar 2020 | $142.7M | $142.7M | $0 | 4 | 0 |
| Sep 2019 | $128.1M | $128.1M | $0 | 5 | 0 |
| Aug 2019 | $128.1M | $128.1M | $0 | 5 | 0 |
| Aug 2019 | $128.1M | $128.1M | $0 | 5 | 0 |
| Jun 2019 | $118M | $118M | $0 | 5 | 0 |
| May 2019 | $118M | $118M | $0 | 5 | 0 |
| Mar 2019 | $118M | $118M | $0 | 5 | 0 |
DateMay 2025
Total AUM$223.4M
Discretionary$216.6M
Non-Disc.$6.8M
Employees7
Clients0
DateMar 2025
Total AUM$223.4M
Discretionary$216.6M
Non-Disc.$6.8M
Employees7
Clients0
DateMar 2024
Total AUM$196.6M
Discretionary$192.5M
Non-Disc.$4.1M
Employees5
Clients0
DateNov 2023
Total AUM$179.9M
Discretionary$177.3M
Non-Disc.$2.7M
Employees7
Clients0
DateMar 2023
Total AUM$179.9M
Discretionary$177.3M
Non-Disc.$2.7M
Employees7
Clients0
DateMar 2022
Total AUM$222M
Discretionary$222M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees6
Clients0
DateNov 2021
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees6
Clients0
DateOct 2021
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees6
Clients0
DateSep 2021
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees6
Clients0
DateAug 2021
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees6
Clients0
DateJun 2021
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees6
Clients0
DateJun 2021
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees6
Clients0
DateDec 2020
Total AUM$142.7M
Discretionary$142.7M
Non-Disc.$0
Employees4
Clients0
DateDec 2020
Total AUM$142.7M
Discretionary$142.7M
Non-Disc.$0
Employees4
Clients0
DateDec 2020
Total AUM$142.7M
Discretionary$142.7M
Non-Disc.$0
Employees4
Clients0
DateSep 2020
Total AUM$142.7M
Discretionary$142.7M
Non-Disc.$0
Employees4
Clients0
DateSep 2020
Total AUM$142.7M
Discretionary$142.7M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$142.7M
Discretionary$142.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$142.7M
Discretionary$142.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$142.7M
Discretionary$142.7M
Non-Disc.$0
Employees4
Clients0
DateSep 2019
Total AUM$128.1M
Discretionary$128.1M
Non-Disc.$0
Employees5
Clients0
DateAug 2019
Total AUM$128.1M
Discretionary$128.1M
Non-Disc.$0
Employees5
Clients0
DateAug 2019
Total AUM$128.1M
Discretionary$128.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2019
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees5
Clients0