Ivan Jay Tidwell
Managing MemberTidwell Wealth Management LLCCRD 6882098
About Ivan Jay Tidwell
Ivan Jay Tidwell is listed as Managing Member at Tidwell Wealth Management LLC in Rocklin, CA. Form ADV reports a beneficial ownership band of 50-75%. Ivan Jay Tidwell is associated with 2 registered advisers.
Reported ownership
Owns 50-75% of Tidwell Wealth Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Ivan Jay Tidwell work?
Ivan Jay Tidwell is listed as Managing Member at Tidwell Wealth Management LLC on SEC Form ADV.
How much of Tidwell Wealth Management LLC does Ivan Jay Tidwell own?
Form ADV reports a beneficial ownership band of 50-75%.
Tidwell Wealth Management LLC
| Title | Managing Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2020 |
Tidwell Wealth Management LLC
| Title | Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2026 |