# TIDWELL WEALTH MANAGEMENT LLC

TIDWELL WEALTH MANAGEMENT LLC of ROCKLIN, CA is an SEC-registered investment adviser.

## Registration

- CRD: 309109
- Type: SEC-registered investment adviser
- SEC file number: 801-135914
- Location: 2209 PLAZA DRIVE, SUITE 200, ROCKLIN, CA, 95765
- Phone: 916-784-1818
- Latest filing: 2026-05-04
- Regulatory AUM: $116.7M
- Discretionary AUM: $116.7M
- Clients: 5
- Accounts: 184

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Ivan Jay Tidwell | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| Michael Thomas Wells | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309109/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309109/similar
- Related entities: https://search.stillhousedata.com/firm/309109/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309109

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.