Tandem Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tandem Private Wealth provides asset management and financial planning to individuals, high‑net‑worth clients, and employer‑sponsored retirement plan sponsors. It manages custodial accounts on an ongoing basis and charges asset‑based advisory fees for discretionary portfolio management, while offering standalone financial planning and retirement plan consulting services.
The firm employs a mix of fundamental and technical analysis alongside modern portfolio theory to build diversified portfolios, pursuing long‑term and income‑oriented strategies aligned with clients’ risk profiles. Accounts can be managed on a discretionary basis, clients may impose reasonable investment restrictions, and the firm does not participate in wrap‑fee programs.
Distinctive features include multiple active, licensed business activities outside of investment advisory—licensed real estate brokerage, insurance sales, mortgage origination, and travel services—which the firm discloses and addresses as potential conflicts of interest. The firm also emphasizes retirement plan consulting (including support as a 3(21)/3(38) fiduciary), is newly registered with no assets under management at filing, and operates with additional non‑advisory staff rather than as a traditional solo practitioner.
Client services
Expertise
Occupation focus
Fee options
$100,000 - $3,000,000: 2.20% $3,000,001 - $5,000,000: 1.50% $5,000,001+: 1.00%
Account minimum: $100,000
Main office
1881 Page Mill Rd Ste 100
Palo Alto CA 94304
Advisors at this office
1
Most active in
California · Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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