{ "crd_number": 323931, "slug": "tinderwealth-dover-de-323931", "primary_business_name": "TINDERWEALTH", "legal_name": "TINDERWEALTH LLC", "dbas": [], "city": "Dover", "state": "DE", "country": "United States", "cbsa_code": "20100", "metro": { "cbsa_code": "20100", "common_name": "Dover", "msa_name": "Dover, DE", "path": "/advisors/de/dover" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2022-12-22", "years_registered": 3, "period": "2026-10-01", "filing_date": "2026-03-17", "carried_forward": false, "raum_total": 10000000.0, "raum_discretionary": 10000000.0, "raum_non_discretionary": 0.0, "raum_band": "under_25m", "raum_band_label": "Under $25 million", "total_employees": 1, "advisory_employees": 1, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "individuals": { "raum": null, "count": 0 }, "high_net_worth_individuals": { "raum": 10000000.0, "count": null, "fewer_than_5": true } }, "compensation_types": [ "percentage_of_aum", "performance_based", "subscription" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA" ], "websites": [ "https://linkedin.com/company/82572995/admin", "https://tinderwealth.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323931", "city_as_filed": "DOVER", "url": "https://advisorcensus.com/firm/tinderwealth-dover-de-323931", "display_name": "Tinderwealth", "summary": "Tinderwealth is an SEC-registered investment advisory firm in Dover, DE, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.", "citation": "AdvisorCensus. Tinderwealth (CRD 323931): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Subscription fees (for a newsletter or periodical)", "Performance-based fees" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Tinderwealth compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Tinderwealth reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical); performance-based fees." }, { "q": "What does Tinderwealth's brochure say about its fees?", "a": "Its Form ADV Part 2A brochure dated March 17, 2026 states: Asset-based fee: 0.25% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is Tinderwealth located?", "a": "Tinderwealth's principal office is in Dover, DE, according to its Form ADV." }, { "q": "Is Tinderwealth registered with the SEC or a state?", "a": "Tinderwealth is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323931." }, { "q": "How much does Tinderwealth manage?", "a": "Tinderwealth reports $10,000,000 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary)." }, { "q": "How have Tinderwealth's assets and staff changed since 2023?", "a": "In the Form ADV data for Tinderwealth: Regulatory assets under management: $6,300,000 in the October 2023 data and $10,000,000 in the October 2026 data, up 59%. Total employees: 1 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "Which custodians does Tinderwealth use?", "a": "Tinderwealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Tinderwealth report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323931" }, { "q": "Does Tinderwealth state an account minimum?", "a": "Its Form ADV Part 2A brochure dated March 17, 2026 says: \"There is no mandatory minimum portfolio size.\"" }, { "q": "What changed in Tinderwealth's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $8,000,000 to $10,000,000 (+25%)." } ], "filing_history": [ { "period": "2023-10-01", "regulatory_assets_under_management": 6300000.0, "total_employees": 1, "filing_date": "2023-01-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 8448000.0, "total_employees": 1, "filing_date": "2024-05-26" }, { "period": "2025-10-01", "regulatory_assets_under_management": 8000000.0, "total_employees": 1, "filing_date": "2025-01-22" }, { "period": "2026-10-01", "regulatory_assets_under_management": 10000000.0, "total_employees": 1, "filing_date": "2026-03-17" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $8,000,000 to $10,000,000 (+25%)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 17, 2026", "tiers": [], "flat_rate": "0.25% of assets a year", "stated_range": null, "stated_maximum": null, "account_minimum": "None", "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: 0.25% of assets a year" ], "quotes": [ "As of the date hereof, the management fee for new accounts are 0.25 percent per annum." ] }, { "label": "Account minimum", "statements": [ "Account minimum: None" ], "quotes": [ "There is no mandatory minimum portfolio size." ] } ], "quotes": [ "As of the date hereof, the management fee for new accounts are 0.25 percent per annum.", "There is no mandatory minimum portfolio size." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "Interactive Brokers LLC", "name_as_filed": "INTERACTIVE BROKERS LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/tinderwealth-dover-de-323931.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 0, "fewer_than_5": false, "raum": null }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": null, "fewer_than_5": true, "raum": 10000000.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323931", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }