# Tandem Private Wealth, LLC

> Tandem Private Wealth, LLC is a state-registered investment advisory firm in Palo Alto, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 342827
- Filed as: TANDEM PRIVATE WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Palo Alto, CA
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342827
- AdvisorCensus page: https://advisorcensus.com/firm/tandem-private-wealth-llc-palo-alto-ca-342827

## Quick answers

**How is Tandem Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tandem Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Tandem Private Wealth, LLC located?**
Tandem Private Wealth, LLC's principal office is in Palo Alto, CA, according to its Form ADV.

**Is Tandem Private Wealth, LLC registered with the SEC or a state?**
Tandem Private Wealth, LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342827.

**How much does Tandem Private Wealth, LLC manage?**
Tandem Private Wealth, LLC reports $0 in regulatory assets under management in its Form ADV filing dated September 14, 2026.

**Does Tandem Private Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/342827

**What changed in Tandem Private Wealth, LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 2 to 1.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tandemprivatewealth.com

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 2 to 1.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tandem Private Wealth, LLC (CRD 342827): Form ADV filing data as of October 2026.