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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-12-2020
- Office Locations
- 1
Office Locations
About Tidwell Wealth Management LLC
Tidwell Wealth Management LLC is an independent California advisory firm providing wealth management, financial planning, tax planning/preparation, and corporate retirement solutions. The firm builds ETF-focused portfolios (majority of managed assets in ETFs) alongside cash management and risk-aware allocation. Operations include Envestnet support and custody through leading platforms such as Schwab and Fidelity.
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Owner & Executives
IVAN JAY TIDWELL
Certified Financial Planner, Managing Member
- CRD
- #6882098
- Ownership
- 50% but less than 75%
MICHAEL THOMAS WELLS
Financial Advisor
- CRD
- #6882107
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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KEVIN THOMAS WELLS
Financial Advisor
- CRD
- #6882102
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,655,745 | $633,999 |
| Non-Discretionary | $0 | -- |
| Total | $116,655,745 | $633,999 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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