| Name | Title | Ownership | Since |
|---|---|---|---|
| Ivan Jay Tidwell Control | Chief Compliance Officer | 50-75% | 2026 |
| Ivan Jay Tidwell Control | Managing Member | 50-75% | 2020 |
| Michael Thomas Wells Control | Member | 50-75% | 2020 |
Tidwell Wealth Management LLC reports $116.7 million in regulatory assets under management on its Form ADV.
Tidwell Wealth Management LLC reports 5 employees.
Tidwell Wealth Management LLC is based in Rocklin, CA and has been SEC-registered since 2026.
Tidwell Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2209 Plaza Drive, Suite 200, Rocklin, CA 95765 |
| Phone | 916-784-1818 |
| Fax | 916-784-2818 |
| Office hours | 8:00 a.m. To 6:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $116.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $116.7M |