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TIDWELL WEALTH MANAGEMENT LLC
CRD 309109 · SEC 801-135914
2209 PLAZA DRIVE, SUITE 200, ROCKLIN, CA, 95765, United States
Phone
916-784-1818
Fax
916-784-2818
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$116.7M
Discretionary AUM
$116.7M
Team
5 total employees; 3 advisory reps; 4 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 54 | $15.6M |
| High net worth individuals | 24 | $80.2M |
| Pension/profit sharing plans | 5 | $1.6M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD