|
⚲
|
| Keyboard |
| Tidecrest Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 332422 |
| SEC # | 801-130960 |
| CIK # | |
| AUM | 249.7 M (2026-03-04) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 949-335-5202 |
| Address | 888 San Clemente Drive Newport Beach, CA 92660 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 8.6 |
| (b) Individuals (high net worth individuals) | 68 | 192.3 |
| (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 | 7 | 18.9 |
| (h) Charitable organizations | 2 | 3.8 |
| (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 | 8 | 26.1 |
| (n) Other | 0 | 0.0 |
| Total | 388 | 249.7 |
| By Discretionary | ||
| Discretionary | 388 | 249.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 388 | 249.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 249.7 | |
| Total | 388 | 249.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Ehrlich Group LLC
✚
|
CA | 250.1 M |
|
Beadell A D Investment Counsel Inc
✚
|
WI | 250.0 M |
|
Firstrust LLC
✚
|
FL | 250.0 M |
|
WD Rutherford LLC
✚
|
OR | 250.0 M |
|
Dean Wealth Partners LLC
✚
|
TX | 249.8 M |
|
Braun-Bostich & Associates Inc
✚
|
PA | 249.6 M |
|
Vandalia Wealth Management Incorporated
✚
|
WV | 249.6 M |
|
Processus Wealth & Capital Management LLC
✚
|
249.5 M | |
|
Prairie Rivers Investments LLC
✚
|
IL | 249.3 M |
|
E Batoff & Co Inc
✚
|
FL | 249.2 M |