Fee-only adviser · Rocklin, CA
Tidwell Wealth Management LLC
Tidwell Wealth Management LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Rocklin, California. On its latest Form ADV, filed May 4, 2026, it reports $117M in regulatory assets under management, 78 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 309109 · SEC file 801-135914 |
| Office | 2209 Plaza Drive Suite 200 Rocklin, CA 95765 |
| Phone | (916) 784-1818 |
| Website | www.tidwellwealth.com |
| Regulatory assets under management | $117M |
| Individual clients | 54 non-high-net-worth, 24 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 4, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Rocklin
- Pedicord Wealth Management, LLC $86M
- McCurdy Financial Solutions $27M
- Sow and Reap Financial LLC $2.6M
- Gaylord Wealth Management, LLC $395K
See all 5 fee-only advisers in Rocklin →
Nearby
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- Loomis 1 firm
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- El Dorado Hills 7 firms
- Gold River 2 firms
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