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- Custodian
- Charles Schwab & Company ยท MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-14-2011
- Office Locations
- 5
Office Locations
About Tandem Wealth Advisors
Tandem Wealth Advisors (founded 2011) is a Phoenix-based investment manager serving retail and institutional investors with a collaborative approach to wealth planning and portfolio construction, including financial, tax, and retirement planning. The firm positions itself as a long-term steward of capital across market cycles and implements portfolios largely with ETFs; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHESTER ANGUS SCHAAL
Certified Financial Planner, Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #4649293
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Kamrey Rynea Boyer
--
- CRD
- #8218208
Amy Elizabeth Bush
Analyst
- CRD
- #7121005
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $255,792,255 | $359,764 |
| Non-Discretionary | $5,746,970 | $229,879 |
| Total | $261,539,225 | $355,352 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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