TANDEM WEALTH ADVISORS

RIASEC RegisteredEst. 2019

Total AUM

$262M

Discretionary

$256M

98% of AUM

Avg account

$355K

Accounts

736

Employees

7

Advisory reps

7

Firm details

Headquarters: PHOENIX, Arizona
CRD number: 157794
Registered since: April 26, 2019
Website: tandemwealth.com
Custodians: CHARLES SCHWAB & CO., INC., AMERICAN TRUST CUSTODY
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI73.09%
Individuals14.9%
Pooled Investment Vehicles6.14%
Pension & Profit Sharing Plans5.87%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tandem Wealth Advisors is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2019. The firm serves both individual & family clients and institutional clients, offering financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. Its fee model mixes percentage-of-AUM billing with fixed fees. Tandem reports it is not a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities91%
Public Funds/Mutual Funds5%
Cash & Cash Equivalents4%

Owners & executives

1 of 1

Amy Bush
Chief Investment OfficerCRD 7121005

Contacts

3 of 6

COLIN DENKER
Director of Operations and TradingCRD 6473115
Kamrey Boyer
Investment Adviser RepresentativeCRD 8218208
Meghan Mulligan
Client Relationship AssociateCRD 7978539

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 27

Active vs passive

$220M in ETFs

Passive

100%

$220M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE US AGGREGATE BOND ETF (AGG)	BlackRock	Passive	Intermediate Core Bond	$34.1M	343,924	15.55%

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Primary office

PHOENIX, AZ

MARICOPA

Location

PHOENIX, AZ

Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area: Phoenix-Mesa, AZ
Region: West
County: MARICOPA
Address: 1850 N Central Ave
Time zone: MT (UTC-7)
Office locations

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