← Tributary

TIDWELL WEALTH MANAGEMENT LLC

ROCKLIN, CA · CRD 309109 · IAPD ↗ · 916-784-1818

$116.7MRegulatory AUM
3Advisory reps
5Employees
4Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — TIDWELL WEALTH MANAGEMENT LLC (ROCKLIN, CA) is newly SEC-registered with $116.7M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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