Tandem Wealth Advisors

CRD 157794 · Phoenix, AZ · $261.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 157794
SEC number: 801-115170
Firm type: RIA
Assets under management: $261.5M as of Apr 1, 2026
Website: www.linkedin.com/COMPANY/TANDEM-WEALTH-ADVISORS ↗
Phone: 602-297-8600
Address: 1850 N. Central Avenue, Suite 330, Phoenix, AZ, 85004

Advisors at this firm

7 in our index · page 1 of 1

Kamrey Rynea BoyerCRD 8218208 · Belgrade, MT

IA Registered
Amy Elizabeth BushCRD 7121005 · Denver, CO

IA Registered
Robert Louis CohenCRD 6972937 · Phoenix, AZ

IA Registered
Colin Hans DenkerCRD 6473115 · Bellingham, WA

IA Registered
Jane Michael MurphyCRD 1899747 · Dallas, TX

IA Registered
Meghan Gillian MulliganCRD 7978539 · Phoenix, AZ

IA Registered
Chester Angus SchaalCRD 4649293 · Phoenix, AZ

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 157794 ↗ FINRA BrokerCheck record for firm CRD 157794 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.