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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Tidecrest Wealth Management LLC
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|---|---|
| CRD # | 332422 |
| SEC # | 801-130960 |
| CIK # | |
| AUM | $212.0 M (2025-06-26) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 949-335-5202 |
| Address | 888 San Clemente Drive Newport Beach, CA 92660 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 7.0 |
| (b) Individuals (high net worth individuals) | 55 | 160.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 45.0 |
| (n) Other | 0 | 0.0 |
| Total | 307 | 212.0 |
| By Discretionary | ||
| Discretionary | 307 | 212.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 307 | 212.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.0 | |
| Total | 307 | 212.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Merrion Investment Management Co LLC
✚
|
NJ | 0.2 |
|
Integrated Capital Management Inc
✚
|
PA | 0.2 |
|
46 Peaks LLC
✚
|
PA | 0.2 |
|
Alexander Capital Wealth Management LLC
✚
|
NJ | 0.2 |
|
Innova Advisors LLC
✚
|
FL | 0.2 |
|
Riverchase Wealth Management LLC
✚
|
TX | 0.2 |
|
Promethium Advisors LLC
✚
|
MD | 0.2 |
|
Pettee Investors Inc
✚
|
CT | 0.2 |
|
Strategic Advisory Services LLC
✚
|
TN | 0.2 |
|
Guiry Capital Management LLC
✚
|
FL | 0.2 |