Tidwell Wealth Management LLC: new SEC registration, $117M AUM, Rocklin, CA
Tidwell Wealth Management LLC (Rocklin, California): new SEC registration, $117M AUM, Rocklin, CA. Its amount of 117 is below the median of 134 (34th percentile). Dated 183 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 117 · 34th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Tidwell Wealth Management LLC |
| Legal name | Tidwell Wealth Management LLC |
| CRD | 309109 |
| Status | Approved |
| Registered with the SEC | 2026-05-05 |
| Latest Form ADV filing | 2026-05-04 |
| Location | Rocklin, CA, United States |
| Regulatory AUM | $116,655,745 |
| Accounts | 184 |
| Employees | 5 |
| Website | https://www.facebook.com/Tidwell-Wealth-Management-582774235731585/ |
| amount percentile | 34th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-05-05
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Tidwell Wealth Management LLC and 148 California peers
- California NewRiaPulse records like this one: 148
- Tidwell Wealth Management LLC's amount: 34th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $117M under management.
- Website on file.
What is the NewRiaPulse record for Tidwell Wealth Management LLC in Rocklin, California?
Tidwell Wealth Management LLC received SEC registration as an investment adviser (2026-05-05) with $116,655,745 in regulatory assets under management, based in Rocklin, CA.
How does Tidwell Wealth Management LLC compare to other California NewRiaPulse records?
Its amount of 117 is below the median (34th percentile); smaller records often move faster and face less competition. It is 183 days old; check the official source for later updates before acting.
Tidwell Wealth Management LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date | Compare |
|---|---|---|---|---|---|
| Tidwell Wealth Management LLC | Rocklin, CA | 117 | 34th | 2026-05-05 | This record |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 | Compare Tidwell Wealth Management LLC vs Crosspoint Capital Management → |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 | View record → |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 | View record → |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.