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TIDECREST WEALTH MANAGEMENT, LLC
CRD 332422 · SEC 801-130960
888 SAN CLEMENTE DRIVE, SUITE 130, NEWPORT BEACH, CA, 92660, United States
Phone
949-335-5202
Fax
949-203-6227
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$249.7M
Discretionary AUM
$249.7M
Team
3 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $8.6M |
| High net worth individuals | 68 | $192.3M |
| Pension/profit sharing plans | 7 | $18.9M |
| Charitable organizations | 2 | $3.8M |
| Corporations/business entities | 8 | $26.1M |
States served
CA, UT, TX
All web addresses on file
Official SEC filing: View on IAPD