TANDEM INVESTMENT PARTNERS, LLC
SEC RegisteredAbout the firm
Tandem Investment Partners, LLC is a rapidly growing independent wealth advisor that provides financial advisory, planning and investment management services. The firm has offices in New Jersey, Pennsylvania and Arizona, manages $200 million in assets across more than 300 accounts throughout the United States, including hospitals, local government and small business retirement plans.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial advisory, planning and investment management services.
Who they serve
Individuals, families, trusts, and businesses with $400,000 or more in investable assets, as well as hospitals, local government and small business retirement plans.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 155 | $63M |
| High Net Worth Individuals | 36 | $130M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Next $3,000,000 | 0.75% |
| Over $5,000,001 | 0.50% |
Data as of February 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TANDEM INVESTMENT PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.