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TANDEM WEALTH ADVISORS

PHOENIX, AZ · CRD 157794 · IAPD ↗ · 602-297-8600

$261.5MRegulatory AUM
7Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

46
February 2026 — TANDEM WEALTH ADVISORS notice-filed in GA, MT, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
June 2025 — TANDEM WEALTH ADVISORS added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2025 — TANDEM WEALTH ADVISORS grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2024 — TANDEM WEALTH ADVISORS now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.