Tidwell Wealth Management LLC
Tidwell Wealth Management LLC (CRD# 309109) is a financial advisory firm headquartered in Rocklin, CA. They manage $49,727,220 in 156 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management50MILLION
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Total Number of Accounts156ACCOUNTS
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Average Account Value$318,764
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA
Ivan Tidwell (CRD# 6882098) is an Investment Advisor Representative working at Tidwell Wealth Management LLC in Rocklin, CA and has 1 year of experience in the finance industry.
Kevin Wells (CRD# 6882102) is an Investment Advisor Representative working at Tidwell Wealth Management LLC in Rocklin, CA and has over 6 years of experience in the finance industry.
Michael Wells (CRD# 6882107) is an Investment Advisor Representative working at Tidwell Wealth Management LLC in Rocklin, CA and has over 6 years of experience in the finance industry.