# TandemGrowth Financial Advisors

TandemGrowth Financial Advisors is a Bank / Wealth / Trust based in Alpharetta, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Alpharetta, United States
- **Region:** North America
- **Address:** Alpharetta, GA, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** tandemgrowth.com
- **LinkedIn:** https://www.linkedin.com/company/tandemgrowth

## Regulatory record

- **CRD number:** 125490
- **SEC file number:** 801-79425
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125490

## About

Founded in 2000 and based in Alpharetta, Georgia, TandemGrowth Financial Advisors is a US wealth manager that advises individuals, high-net-worth families, trusts, and estates. The firm's two-decade operating history in the Atlanta metropolitan area reflects a classic regional advisory practice, built on steady client relationships rather than headline transactions. The firm's stated services include wealth management, asset management, and financial planning. Public records do not disclose a specific asset-class mix, deployment figures, or named portfolio holdings. The absence of a public track record is consistent with a fiduciary advisor that executes on behalf of private clients without reporting to institutional databases. TandemGrowth does not publicly disclose team size, total assets under advisement, or additional office locations. No named philanthropic vehicle, adjacent operating business, or co-investor club is associated with the firm in the public record. What distinguishes TandemGrowth structurally from larger national wealth platforms, based on available public record, is its singular location and long, unbroken operating tenure in a single metro area. For a certain cohort of families, that kind of stability and geographic specificity is itself a moat — the advisor who has known three generations of a family and never left town.

## Related profiles

- [Tandem Wealth Advisors](https://altss.com/profile/tandem-wealth-advisors)
- [Tang Foundations](https://altss.com/profile/tang-foundations)

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

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