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TIDEMARK, LLC
CRD 327611 · SEC 801-128758
5405 MOREHOUSE DR., SUITE 345, SAN DIEGO, CA, 92121, United States
Phone
888-791-0197
Fax
858-366-7461
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$462.5M
Discretionary AUM
$458.4M
Team
12 total employees; 8 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 623 | $150.0M |
| High net worth individuals | 226 | $301.7M |
| Pension/profit sharing plans | 9 | $4.3M |
| Charitable organizations | 10 | $5.5M |
| Corporations/business entities | 5 | $958K |
States served
AZ, CA, CO, GA, ID, NV, PA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD