Charlotte Wesley Woodham
Investment adviser representative at Tandem Investment Advisors Inc
10 yearsExperience
1 stateRegistered in
$3.5BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Tandem Investment Advisors, Inc.Jul 2025 to now
- UnemployedMar 2025 to Jul 2025
- Willow Partner AdvisorsDec 2024 to Mar 2025
- UnemployedMay 2024 to Dec 2024
- Phaidon International, Larson MaddoxJul 2022 to May 2024
- UnemployedMay 2022 to Jul 2022
- Elon UniversityAug 2018 to May 2022
- UnemployedMay 2018 to Aug 2018
- Full Time High School StudentAug 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (SC).
Tandem Investment Advisors Inc
$3.5BAssets managed
10,432Clients
12Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8298429
- Firm CRD
- 109392