Tidwell Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$95,862,671
Clients
78
Advisors
3
of 5 employees
About
Tidwell Wealth Management provides discretionary investment management and retirement plan advisory services to individuals, trusts, charitable organizations, businesses and participant-directed employee benefit plans. As of February 28, 2026 the firm reported approximately $116.7 million in discretionary assets under management and works with a modest client base to develop written investment policy statements and periodic portfolio reviews.
The firm’s investment approach is grounded in Modern Portfolio Theory and a belief that long-term returns are driven by asset allocation rather than market timing, favoring diversified, buy-and-hold portfolios implemented primarily with passively managed asset-class mutual funds and ETFs—notably funds from Dimensional Fund Advisors and SA Funds. Tidwell also uses third‑party model portfolios and a sub‑advisor (Focus Partners – Advisor Solutions) for portfolio implementation, employs Monte Carlo analysis for allocation decisions, and may use fixed‑income managed accounts, interval funds or retain specific individual equities for tax or client‑driven reasons.
A distinctive feature of the firm is its affiliation with an accounting practice: principals and several advisory staff are licensed CPAs and the firms routinely refer clients between advisory and tax/accounting services, a relationship the brochure discloses as a potential conflict of interest. The firm’s reliance on a third‑party sub‑advisor and its access to providers such as DFA research and certain Stone Ridge interval funds through service arrangements also shape how portfolios are implemented and custodied, which differs from many peers.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000 - $3,000,000: 0.90% $3,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.70% $10,000,000+: 0.50%
Account minimum: $250,000
Main office
2209 Plaza Drive, Suite 200
Rocklin CA 95765
Advisors at this office
3
Most active in
California · Texas
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ivan T
CFP®
Rocklin, CA
Tidwell Wealth Management LLC
Ivan Tidwell is a CFP® professional with eight years of industry experience. He is the principal at Tidwell Wealth Management LLC, where he has worked since 2020, following prior roles at Peak Investment Solutions, LLC and Tidwell & Associates, LLP. Outside of financial advising, he is a member of SROP II, LLC, involved in building ownership and management. Tidwell Wealth Management provides discretionary investment management and retirement-plan advisory services to individuals, trusts, charitable organizations, businesses, and participant-directed employee retirement plans. The firm emphasizes long-term, asset-allocation driven strategies using primarily passively managed mutual funds and offers comprehensive financial planning that includes tax, estate, insurance, college, and cash-flow matters.
Michael W
Series 65
Rocklin, CA
Tidwell Wealth Management LLC
Michael Wells is a financial advisor at Tidwell Wealth Management LLC in Rocklin, CA, holding a Series 65 designation with eight years of industry experience. He has worked at Tidwell Wealth Management since 2020 and previously spent two years with Peak Investment Solutions, LLC. Outside of advising, Wells is a member of SROP 2, LLC, a non-investment related business. Tidwell Wealth Management provides discretionary investment management and retirement-plan advisory services to individuals, trusts, charitable organizations, businesses, and participant-directed employee retirement plans. The firm follows a long-term, asset-allocation driven investment approach using primarily passively managed mutual funds and integrates financial planning on tax, estate, insurance, and cash-flow matters alongside portfolio oversight.
Kevin W
Series 65
Rocklin, CA
Tidwell Wealth Management LLC
Kevin Wells is a financial advisor at Tidwell Wealth Management LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Tidwell Wealth Management since 2020, following two years at Peak Investment Solutions and ongoing involvement with Tidwell & Associates, LLP since 2012. Tidwell Wealth Management provides discretionary investment management and retirement-plan advisory services to individuals, trusts, charitable organizations, businesses, and participant-directed employee retirement plans. The firm employs a long-term, asset-allocation driven investment approach centered on passively managed mutual funds and utilizes model portfolios alongside a sub-advisory relationship with Focus Partners – Advisor Solutions.
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