Tandem Private Wealth

About

The firm

Tandem Private Wealth, LLC was formed in April 2026 and is a registered investment advisory firm located in Palo Alto, CA. We have been a registered investment advisory firm since 2026. Our IARD number is 342827.

As of the date of the Brochure (July 7, 2026), Tandem Private Wealth does not have any assets under management.

Ownership

Tandem Private Wealth is owned and controlled by Christopher Lazaro, its Chief Compliance Officer. Mr. Lazaro is the sole owner and principal of the firm.

Christopher Lazaro

Founder and Chief Compliance Officer, April 2026 to present. CRD #8188644. Mr. Lazaro holds a Bachelor of Arts in Computer Science from the State University of New York at Albany (1997) and a Master of Business Administration from the University of Phoenix (2004).

Mr. Lazaro is responsible for supervising the investment advisory activities of the firm’s investment adviser representatives, and monitors and reviews all forms of written communication that representatives provide to clients.

Mr. Lazaro conducts several other businesses that pay him commissions and other compensation. Those activities create material conflicts of interest with the fiduciary duty he owes to advisory clients, and they are disclosed in full on our conflicts of interest page and in Item 10 of our Brochure.

Business background

  • Tandem Private Wealth, LLC — Founder and CCO, April 2026 to present.
  • Informed Choice Insurance LLC — Life, health and variable contracts insurance agent, December 2024 to present.
  • Real Broker LLC — Real estate broker, January 2024 to present.
  • U.S. Finance Group, LLC — Mortgage loan officer, May 2022 to present.
  • Metro International Reality, PLLC — Manager, January 2013 to present.
  • Skyview Pinnacle, Inc. — Investment adviser representative, November 2025 to April 2026.

Disciplinary information

As of the date of our Brochure, neither the firm nor any of its management persons has been subject to any disciplinary, legal, or regulatory event. Mr. Lazaro has not been involved in any arbitration claim, and has not been found liable in any civil, self-regulatory, or administrative proceeding. He has not been the subject of a bankruptcy petition. (Form ADV Part 2A, Item 9; Part 2B, Items 3 and 7.)

Registration

Tandem Private Wealth, LLC is a registered investment adviser. Registration of an investment advisory firm does not imply a particular level of skill or training. Tandem Private Wealth is registered as an investment adviser in California. This website is not an offer to sell or a solicitation of an offer to buy advisory services in any state where the firm is not registered or exempt from registration.