# Lauren Wong

> Lauren Wong is a fee-only financial advisor at Tandem Capital Management in Woodcliff Lake, New Jersey, who holds the CFA credential. Tandem Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/lauren-wong/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Tandem Capital Management
- **Based in:** Woodcliff Lake, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $279.7M across 93 accounts
- **Credentials:** CFA
- **CRD:** 1625123 (https://adviserinfo.sec.gov/individual/summary/1625123)
- **SEC registration:** Investment adviser representative in FL, NJ, WA
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.tandemcapitalmgmt.com

## Frequently asked questions

### Is Lauren Wong a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lauren holds no broker registration, and Tandem Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Lauren charge for financial advice?

Lauren's firm, Tandem Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Lauren Wong based?

Lauren Wong is based in Woodcliff Lake, New Jersey.

### What credentials does Lauren Wong hold?

Lauren Wong holds the CFA credential.

### Is Lauren Wong registered with the SEC?

Yes. Lauren Wong is registered as an investment adviser representative in FL, NJ and WA (CRD 1625123), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tandem Capital Management manage?

Tandem Capital Management reports $279.7M across 93 accounts in assets under management.

### How do I contact Lauren Wong?

Through Lauren's website, www.tandemcapitalmgmt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1625123): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.