A complete list of active advisors currently associated with Tidwell Wealth Management LLC
Warmer can help you find a great advisor at Tidwell Wealth Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Tidwell Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Rocklin, CA
| 8
| |
Rocklin, CA
| 8
| |
Rocklin, CA
| 8
|
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