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Tandem Wealth Advisors LLC

● SEC registered since 2019CRD 157794SEC# 801-115170Phoenix, AZ
Export (members)
Reg. AUM
$223.4M
Employees
7
Accounts
673
Location
Phoenix, AZ

Tandem Wealth Advisors LLC assets under management

Tandem Wealth Advisors LLC operates as an SEC-registered investment adviser based in Phoenix, AZ. The firm has been registered since 2019. It reports $223.4 million in regulatory assets under management and employs 7 people.
www.linkedin.com/company/tandem-wealth-advisorsView on SEC.gov ↗

Tandem Wealth Advisors LLC owners & executives

3 reported
NameTitleOwnershipSince
Chester Angus Schaal ControlManaging Director / CcoUnder 5%2014
The Schaal Trust ControlTrustOver 75%2014
Chester Angus Schaal ControlTrusteeOver 75%2014

Frequently asked questions

How much does Tandem Wealth Advisors LLC manage?

Tandem Wealth Advisors LLC reports $223.4 million in regulatory assets under management on its Form ADV.

How many employees does Tandem Wealth Advisors LLC have?

Tandem Wealth Advisors LLC reports 7 employees.

Where is Tandem Wealth Advisors LLC located?

Tandem Wealth Advisors LLC is based in Phoenix, AZ and has been SEC-registered since 2019.

Does Tandem Wealth Advisors LLC disclose fund performance?

Tandem Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1850 N. Central Avenue, Suite 330, Phoenix, AZ 85004
Phone602-297-8600
Fax602-297-8601
Office hours8 a.m. - 5 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$216.6M
Non-discretionary$6.8M
Total (RAUM)$223.4M