Tidemark, LLC
Tidemark, LLC is an SEC-registered mass-market adviser in San Diego, CA with $462.5M assets under management (AUM, regulatory AUM), +34% over one year. See who owns Tidemark, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327611, SEC 801-128758, data through 2026-06-25.
- AUM (assets under management / regulatory AUM)
- $462.5M (2026-06-25)
- Firm type
- Mass-Market Adviser
- Location
- San Diego, CA
- Employees
- 12
- Clients
- 873
- CRD
- 327611
- Ownership
- ABNEY, TYLER, JAMES; ROEPER, JESSICA, J; TIDEMARK FINANCIAL, INC.; TAB ADVISORY; STIPCICH, JOSHUA, ALBERT
How much AUM does Tidemark, LLC have?
Tidemark, LLC reported $462.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-25).
Who owns Tidemark, LLC?
Disclosed owners and executives of Tidemark, LLC include ABNEY, TYLER, JAMES, ROEPER, JESSICA, J, TIDEMARK FINANCIAL, INC., TAB ADVISORY, STIPCICH, JOSHUA, ALBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.