TANDEM WEALTH ADVISORS LLC
TANDEM WEALTH ADVISORS LLC of PHOENIX, AZ is an SEC-registered investment adviser (CRD 157794). Regulatory assets under management: $261.5M.
Registration
- CRD: 157794
- SEC file number: 801-115170
- Type: Registered investment adviser
- Location: 1850 N. CENTRAL AVENUE, SUITE 330, PHOENIX, AZ, 85004
- Phone: 602-297-8600
- Latest filing: 2026-04-01
- Regulatory AUM: $261.5M
- Discretionary AUM: $255.8M
- Non-discretionary AUM: $5.7M
- Clients: 7
- Accounts: 736
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Chester Angus Schaal | MANAGING DIRECTOR / CCO; TRUSTEE | — |
| SCHAAL CHESTER ANGUS | MANAGING DIRECTOR / CCO; TRUSTEE | — |
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