TIDWELL WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- ROCKLIN, California
- CRD number
- 309109
- Registered since
- May 5, 2026
- Website
- www.tidwellwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.77%
- Corporations / Businesses16.47%
- Individuals13.41%
- Pension & Profit Sharing Plans1.35%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Tidwell Wealth Management LLC is a small, privately owned RIA that provides fee-based portfolio management and advisory services to both individuals/families and institutional clients. The firm charges a percentage-of-AUM fee and describes itself as a capital allocator that also performs manager selection for clients. Stated advisory activities include portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm does not position itself as an active ESG investor and is not registered as a multistate adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities22%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds4%
- State & Local Bonds1%
Contacts
3 of 3KEVIN WELLS
Financial AdvisorCRD 6882102
IVAN TIDWELL
Financial PlannerCRD 6882098
MICHAEL WELLS
OwnerCRD 6882107
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROCKLIN, CA
PLACER
Location
ROCKLIN, CA
Headquartered in ROCKLIN, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- PLACER
- Address
- 2209 Plaza Dr
- Time zone
- PT (UTC-8)
- Office locations
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