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TIDAL INVESTMENTS LLC
CRD 164201 · SEC 801-76857
234 WEST FLORIDA STREET, SUITE 700, MILWAUKEE, WI, 53204, United States
Phone
855-843-2534
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$45.83B
Discretionary AUM
$45.83B
Team
207 total employees; 50 advisory reps; 6 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Pension consultingSelection of other advisersCONSULTING TO OTHER INVESTMENT ADVISERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $3.3M |
| High net worth individuals | 4 | $16.6M |
| Investment companies | 296 | $44.74B |
| Pooled investment vehicles | 10 | $958.4M |
| Pension/profit sharing plans | 12 | $32.1M |
| Charitable organizations | 8 | $41.8M |
| Other investment advisers | 1 | $28.9M |
| Corporations/business entities | 4 | $7.7M |
States served
NV, NY, RI, NH, FL
All web addresses on file
- https://www.youtube.com/@tidalfinancialgroup
- HTTPS://WWW.FACEBOOK.COM/FIRE-ETFS
- HTTPS://X.COM/FIREETFS
- HTTPS://WWW.LINKEDIN.COM/COMPANY/FIRE-ETFS
- HTTPS://WWW.INSTAGRAM.COM/FIRE-ETFS/
- HTTPS://WWW.YOUTUBE.COM/@FIREETFS
- HTTPS://BATTLE-SHARES.COM/
- HTTPS://X.COM/BATTLESHARES
- HTTPS://WWW.LINKEDIN.COM/COMPANY/BATTLE-SHARES/
- HTTPS://WWW.INSTAGRAM.COM/BATTLESHARES/
- HTTPS://WWW.YOUTUBE.COM/@BATTLESHARES
- HTTPS://WWW.TIDALFINANCIALGROUP.COM
- HTTPS://WWW.X.COM/TIDALFG
- HTTPS://WWW.LINKEDIN.COM/TIDALFG.COM
- HTTPS://WWW.X.COM/ETFTHINKTANK.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/THE-ETF-INDUSTRY-THINK-TANK-INNOVATION-LAB
Official SEC filing: View on IAPD