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Ivan Jay Tidwell

Managing MemberTidwell Wealth Management LLCCRD 6882098

About Ivan Jay Tidwell

Ivan Jay Tidwell is listed as Managing Member at Tidwell Wealth Management LLC in Rocklin, CA. Form ADV reports a beneficial ownership band of 50-75%. Ivan Jay Tidwell is associated with 2 registered advisers.

Reported ownership

Owns 50-75% of Tidwell Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Ivan Jay Tidwell work?

Ivan Jay Tidwell is listed as Managing Member at Tidwell Wealth Management LLC on SEC Form ADV.

How much of Tidwell Wealth Management LLC does Ivan Jay Tidwell own?

Form ADV reports a beneficial ownership band of 50-75%.

Tidwell Wealth Management LLC

TitleManaging Member
Ownership50-75%
Control personYes
Since2020
View Tidwell Wealth Management LLC →

Tidwell Wealth Management LLC

TitleChief Compliance Officer
Ownership50-75%
Control personYes
Since2026
View Tidwell Wealth Management LLC →