TINDERWEALTH
TINDERWEALTH LLC Legal Name
Adviser information for TINDERWEALTH last updated from Form ADV on February 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 7 | $6.3M |
| Non-Discretionary | 0 | $0 |
| Total | 7 | $6.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | <5 | $6.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMSubscription feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-126927 |
|---|---|
| SEC ERA File Number | 801-126927 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323931 |
| Legal Entity Identifier | None |
Principal Office
1896 MOUNTAIN VIEW DRTIBURON
CA
United States
Monday - Friday, 9AM-5PM
Tel: 415-690-7390, Fax: None
Chief Compliance Officer
PATRICK BEAUDAN
1896 MOUNTAIN VIEW DR
TIBURON
CA
United States
Tel:
415-690-7390
N************@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BEAUDAN, PATRICK, BRUNO | Individual | – | CCO | 10/2022 | < 5% |
| BLUE SKY TRUST | Domestic Entity | – | MEMBER | 10/2022 | > 75% |
| KAWAWA, MARI | Individual | – | TRUSTEE, BLUE SKY TRUST | 01/2016 | > 75% |