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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 13, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| SCHAAL, CHESTER, ANGUS | I | MANAGING DIRECTOR / CCO | NA | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
| THE SCHAAL TRUST | DE | TRUST | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
| SCHAAL, CHESTER, ANGUS | I | THE SCHAAL TRUST | E | Control |
Registrations
Federal
IA
May 13, 2025 REGISTERED
Notice Filings (15)
AZ CA CO CT FL MA NH NY OH OR PA TN TX WA WI
Address
1850 N. CENTRAL AVENUE, SUITE 330PHOENIX, AZ 85004
United States
Phone: 602-297-8600