TIDEMARK, LLC
SEC Form ADV profile.
Total regulatory AUM
$462,503,256
Discretionary
$458,379,695
Non-discretionary
$4,123,561
Firm details
- CRD number
- 327611
- SEC file number
- 801-128758
- Main office
- SAN DIEGO, CA, United States
- Employees
- 12
- SEC status
- Approved
- Website
- https://tidemarkfp.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.