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Tidwell Wealth Management LLC
TIDWELL WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in ROCKLIN, CA, registered since 2026. The firm manages approximately $117 million in...
Tidwell Wealth Management LLC
TIDWELL WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in ROCKLIN, CA, registered since 2026. The firm manages approximately $117 million in assets. It has 5 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Tidwell Wealth Management?
No named principals or investment decision-makers have been publicly disclosed for Tidwell Wealth Management LLC. The firm's SEC registration does not list individual officers or investment committee members on publicly accessible filings. As a privately held registered investment advisor, governance structures remain outside public view.
What is the minimum asset threshold to work with Tidwell Wealth Management?
Tidwell Wealth Management does not publicly disclose a minimum account size for clients. As a multi-family office structure, typical thresholds for comparable RIAs range from $1 million to $10 million in investable assets, but this firm's specific requirement is unstated. Prospective clients should contact the firm directly for eligibility and fee schedules.
How does Tidwell Wealth Management generate proprietary deal flow?
No information is available on how Tidwell Wealth Management sources proprietary investment opportunities. The firm does not publicly describe its relationship network, co-investment partnerships, or access to private markets. As an RIA, it may rely on third-party managers, direct indexing, or low-turnover strategies, but none of these are confirmed.
Is Tidwell Wealth Management a single-family office or multi-family office?
Public filings classify Tidwell Wealth Management LLC as a registered investment advisor, which is a regulatory designation that allows serving multiple clients. The name 'Tidwell' suggests family ownership, and the firm operates as a multi-family office for high-net-worth families. Without a stated number of client families or articles of incorporation, the exact family-office subtype remains inferred rather than confirmed.
Does Tidwell Wealth Management manage its own capital or act only as an advisor?
Tidwell Wealth Management is registered as an RIA, which typically means it provides investment advice to clients and may also manage proprietary capital. There is no public record indicating whether the firm balances client capital with firm-owned assets. The ratio of client assets to internal capital is undisclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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