TINDERWEALTH LLC
DBA: TINDERWEALTH
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $10.0M |
| Discretionary | $10.0M100% of AUM |
| Client Accounts | 7 |
| Avg Account Size | $1.4M |
| Employees | 1 |
| Peak AUM | $10.0MMar 2026 |
| AUM CAGR | +14.5% /yrover 3 yrs · 12 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $10M | +25.0% | +15.7% | — | |
| Discretionary AUM | $10M | ||||
Key Metrics
| Total AUM | $10.0M |
| Discretionary | $10.0M |
| Employees | 1 |
| Client Accounts | 7 |
| Client Range | 0 |
Contact & Location
Phone
415-690-7390
Filing History
12 ADV Part 1 submissions
Fee Structure
% of AUMSubscriptionPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$10M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported