linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ivan Jay Tidwell

Tidwell Wealth Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ivan? Claim Your Profile

About Ivan Jay Tidwell

Ivan Tidwell is a Certified Financial Planner and a Registered Investment Advisor with Tidwell Wealth Management LLC. Ivan has been in the financial services industry since 2013. Ivan is also a member of SROP II, LLC, a non-investment related business. Tidwell Wealth Management LLC provides investment advisory services to individuals and pension plans. The firm's compensation arrangements include a percentage of assets.

Firm Information

Ivan Tidwell is currently registered with Tidwell Wealth Management LLC. 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.

$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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ivan Tidwell’s Registration & Firm History

CA

06/12/2020 - Present

Tidwell Wealth Management LLC (ROCKLIN CA)

Not sure if Ivan Jay Tidwell is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ivan Jay Tidwell.
Not sure if Ivan Jay Tidwell is right for you?