TIDWELL WEALTH MANAGEMENT LLC
TIDWELL WEALTH MANAGEMENT LLC of ROCKLIN, CA is an SEC-registered investment adviser (CRD 309109). Regulatory assets under management: $116.7M.
Registration
- CRD: 309109
- SEC file number: 801-135914
- Type: Registered investment adviser
- 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 | — |
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