TIDECREST WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2024

Total AUM

$250M

Discretionary

$250M

100% of AUM

Avg account

$643K

Accounts

388

Employees

Advisory reps

Firm details

Headquarters: NEWPORT BEACH, California
CRD number: 332422
Registered since: August 21, 2024
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.04%
Corporations / Businesses10.45%
Pension & Profit Sharing Plans7.56%
Individuals3.43%
Charitable Organizations1.52%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Tidecrest Wealth Management, LLC is an independent, SEC-registered registered investment adviser that acts as both portfolio manager and capital allocator for individuals, families and institutional clients. The firm combines traditional portfolio management and financial planning with the selection of third‑party managers, positioning itself to build multi-vehicle solutions rather than relying on a single product shelf. Tidecrest identifies equities as its primary preference, integrates ESG considerations into its investment process, and charges clients via percentage of AUM as well as hourly and fixed fees for planning or advisory projects. Service lines emphasize comprehensive financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio work and selection of outside advisers. The firm’s client mix and stated activities signal a hybrid approach: core public-market exposure supplemented by access to private-market and alternative strategies through external managers when appropriate.