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Tidwell Wealth Management LLC

Headquartered in ROCKLIN, CA

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Firm Information

Tidwell Wealth Management LLC is a registered investment advisor with approximately $49.7 million in regulatory assets under management. The firm serves a variety of client types, including individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm offers advisory services including portfolio management for individuals and selection of other advisors.

Tidwell Wealth Management LLC

$49.73M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

TIDWELL WEALTH MANAGEMENT LLC has a total of 1 branch locations across the country.
location

ROCKLIN, CA

Advisors at Tidwell Wealth Management LLC

View All 3 Advisors
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Ivan Jay Tidwell

CFP®, RA

ROCKLIN, CA

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Kevin Thomas Wells

RA

ROCKLIN, CA

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Michael Thomas Wells

RA

ROCKLIN, CA

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Disclosures

There are no public disclosures for Tidwell Wealth Management LLC.

Frequently Asked Questions (6)

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