Tidwell Wealth Management LLC
● SEC registered since 2026CRD 309109SEC# 801-135914Rocklin, CA
Reg. AUM
$116.7M
Employees
5
Accounts
184
Location
Rocklin, CA
Tidwell Wealth Management LLC assets under management
Tidwell Wealth Management LLC is an investment advisory firm registered with the SEC based in Rocklin, CA. The firm has been registered since 2026. It reports $116.7 million in regulatory assets under management and employs 5 people.
Tidwell Wealth Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ivan Jay Tidwell Control | Managing Member | 50-75% | 2020 |
| Ivan Jay Tidwell Control | Chief Compliance Officer | 50-75% | 2026 |
| Michael Thomas Wells Control | Member | 50-75% | 2020 |
Frequently asked questions
How much does Tidwell Wealth Management LLC manage?
Tidwell Wealth Management LLC reports $116.7 million in regulatory assets under management on its Form ADV.
How many employees does Tidwell Wealth Management LLC have?
Tidwell Wealth Management LLC reports 5 employees.
Where is Tidwell Wealth Management LLC located?
Tidwell Wealth Management LLC is based in Rocklin, CA and has been SEC-registered since 2026.
Does Tidwell Wealth Management LLC disclose fund performance?
Tidwell Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2209 Plaza Drive, Suite 200, Rocklin, CA 95765 |
| Phone | 916-784-1818 |
| Fax | 916-784-2818 |
| Office hours | 8:00 a.m. To 6:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$116.7MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$116.7Mregulatory AUM
Discretionary $116.7M