# Tandem Wealth Advisors

Tandem Wealth Advisors is a Bank / Wealth / Trust based in Phoenix, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Phoenix, United States
- **Region:** North America
- **Address:** Phoenix, AZ, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** tandemwealth.com
- **LinkedIn:** https://www.linkedin.com/company/tandem-wealth-advisors

## Regulatory record

- **CRD number:** 157794
- **SEC file number:** 801-115170
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-01T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/157794

## About

Tandem Wealth Advisors is an Arizona-based wealth management practice providing investment management, retirement planning, and financial planning to individuals, families, and corporate clients. The firm structures advisory relationships on both a discretionary and non-discretionary basis, giving clients flexibility in how much trading authority they delegate. The firm's investment posture centers on constructing portfolios for private clients, with an emphasis on retirement-income planning and long-term wealth preservation. Geographic focus remains primarily Arizona, where the Phoenix-based team can service local business owners and retirees directly. Tandem runs a lean operation out of its Phoenix headquarters, reflecting a regional wealth-management structure typical of independent RIAs and bank-affiliated trust offices. The firm has not disclosed AUM, headcount, or adjacent vehicles such as a family-office tier or philanthropic foundation. Its website and public filings offer limited color on team scale or specific investment vehicles. Tandem's structural differentiator lies in its posture as a local, non-national advisory shop — a model that can offer closer client relationships and fewer layers of product-distribution pressure compared to large broker-dealers. The absence of disclosed AUM and principals keeps the firm's scale opaque, but for Arizona families seeking a locally rooted advisor, that opacity may matter less than relationship continuity and direct access to decision-makers.

## Questions

### How much does Tandem Wealth Advisors manage in client assets?

Tandem Wealth Advisors has not publicly disclosed its assets under management. The firm operates a low-profile, regional practice without the AUM announcements or press coverage typical of firms seeking national visibility. Its scale remains Undisclosed.

## Related profiles

- [Tandem Investment Partners](https://altss.com/profile/tandem-investment-partners)
- [TandemGrowth Financial Advisors](https://altss.com/profile/tandemgrowth-financial-advisors)

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Last updated: 2026-08-11T02:43:31.692Z

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