Overview
Assets Under Management: $345 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 229
Average Client Assets: $933,228
Frequently Asked Questions
TIDEMARK, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #327611), TIDEMARK, LLC is subject to fiduciary duty under federal law.
TIDEMARK, LLC is headquartered in SAN DIEGO, CA.
TIDEMARK, LLC serves 229 high-net-worth clients according to their SEC filing dated May 22, 2025. View client details ↓
According to their SEC Form ADV, TIDEMARK, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
TIDEMARK, LLC manages $345 million in client assets according to their SEC filing dated May 22, 2025.
According to their SEC Form ADV, TIDEMARK, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 229
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.02
Average High-Net-Worth Client Assets: $933,228
Total Client Accounts: 1,567
Discretionary Accounts: 1,557
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 327611
Filing ID: 1992114
Last Filing Date: 2025-05-22 08:16:00
Website: https://joot.io