Overview
Assets Under Management: $117 million
Headquarters: ROCKLIN, CA
High-Net-Worth Clients: 24
Average Client Assets: $3.3 million
Frequently Asked Questions
TIDWELL WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309109), TIDWELL WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
TIDWELL WEALTH MANAGEMENT LLC is headquartered in ROCKLIN, CA.
TIDWELL WEALTH MANAGEMENT LLC serves 24 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, TIDWELL WEALTH MANAGEMENT LLC offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
TIDWELL WEALTH MANAGEMENT LLC manages $117 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, TIDWELL WEALTH MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.77%
Average Client Assets: $3.3 million
Total Client Accounts: 184
Discretionary Accounts: 184
Regulatory Filings
CRD Number: 309109
Filing ID: 2070402
Last Filing Date: 2026-03-20 15:23:23