TIDEMARK, LLC
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 327611
- Registered since
- September 20, 2023
- Website
- tidemarkfp.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.24%
- Individuals32.43%
- Charitable Organizations1.2%
- Pension & Profit Sharing Plans0.92%
- Corporations / Businesses0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Tidemark, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2023. The firm serves both individuals and families as well as institutional clients, offering financial planning and portfolio management across individual, small business and institutional mandates. Its service menu also lists pension consulting, though the firm's profile flags that it is not a designated pension consultant. Tidemark charges a mix of fee structures — percentage of AUM, hourly fees and fixed fees — and is not identified as a capital allocator. The firm does not describe itself as an active ESG investor and is not presented as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities9%
- Cash & Cash Equivalents3%
- Non-Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
1 of 1JESSICA ROEPER
Chief Compliance OfficerCRD 5900014
Contacts
3 of 7Giovanna Leyva
Associate Financial ServicesCRD 7733278
JARED REDFIELD
Financial ConsultantCRD 7181934
TYLER ABNEY
Managing PartnerCRD 5138196
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 465Active vs passive
$486M in ETFs
60%
$293M
26%
$193M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY) | First Trust | Passive | Large Value | $21.6M | 316,682 | 4.45% |
Location
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 5405 Morehouse Dr
- Time zone
- PT (UTC-8)
- Office locations
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