TANDEM WEALTH ADVISORS

Legal name: TANDEM WEALTH ADVISORS LLC

CRD 157794File 801-115170

APPROVED

Retail clients

Custody

Filing as of Apr 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$261.5M

Below cohort median (national)

Discretionary AUM

$255.8M

Non-discretionary $5.7M

Clients

310

736 accounts

Employees

Below cohort median in AZ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Apr 26, 2019
Principal office: 1850 N. CENTRAL AVENUE, SUITE 330, PHOENIX, AZ, 85004
Phone: 602-297-8600
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/TANDEM-WEALTH-ADVISORS

Assets & accounts

ADV Item 5F

Total regulatory AUM: $261.5M
Discretionary AUM: $255.8M
Non-discretionary AUM: $5.7M
Discretionary accounts: 711
Non-discretionary accounts: 25
Total accounts: 736
AUM per client: $844K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	96	$191.2M
Pooled investment vehicles	5	$16.0M
Pension and profit sharing plans	54	$15.4M
Individuals (other than high net worth individuals)	155	$39.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.