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Building 2TIDWELL WEALTH MANAGEMENT LLC

Map pinROCKLIN, CA
Phone916-784-1818
NotebookSEC #801-135914
Total AUM
$116.7M
Employees
5
Clients
84

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2209 PLAZA DRIVE
SUITE 200
ROCKLIN
CA 95765
United States
Operating Hours
8:00 AM TO 6:00 PM
Monday - Friday
Phone
916-784-1818

ReceiptFinancials

Total AUM
$116.7M
Accounts
184
Discretionary
$116.7M
Accounts
184
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
54
AUM
$15.6M
HNW Individual Clients
24
AUM
$80.2M
Pension/Profit Sharing Plan Clients
5
AUM
$1.6M
Corporation or Business Clients
1
AUM
$19.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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