Tandem Wealth Advisors LLC
● SEC registered since 2019CRD 157794SEC# 801-115170Phoenix, AZ
Reg. AUM
$261.5M
Employees
7
Accounts
736
Location
Phoenix, AZ
Tandem Wealth Advisors LLC assets under management
Tandem Wealth Advisors LLC operates as an SEC-registered investment adviser based in Phoenix, AZ. The firm has been registered since 2019. It reports $261.5 million in regulatory assets under management and employs 7 people.
Tandem Wealth Advisors LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chester Angus Schaal Control | Managing Director / Cco | Under 5% | 2014 |
| The Schaal Trust Control | Trust | Over 75% | 2014 |
| Chester Angus Schaal Control | Trustee | Over 75% | 2014 |
Frequently asked questions
How much does Tandem Wealth Advisors LLC manage?
Tandem Wealth Advisors LLC reports $261.5 million in regulatory assets under management on its Form ADV.
How many employees does Tandem Wealth Advisors LLC have?
Tandem Wealth Advisors LLC reports 7 employees.
Where is Tandem Wealth Advisors LLC located?
Tandem Wealth Advisors LLC is based in Phoenix, AZ and has been SEC-registered since 2019.
Does Tandem Wealth Advisors LLC disclose fund performance?
Tandem Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1850 N. Central Avenue, Suite 330, Phoenix, AZ 85004 |
| Phone | 602-297-8600 |
| Fax | 602-297-8601 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$261.5M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$261.5Mregulatory AUM
Discretionary $255.8MNon-discretionary $5.7M