Tidecrest Wealth Management, LLC
Tidecrest Wealth Management, LLC is an SEC-registered wealth manager in Newport Beach, CA with $249.7M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Tidecrest Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332422, SEC 801-130960, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $249.7M (2026-03-04)
- Firm type
- Wealth Manager
- Location
- Newport Beach, CA
- Employees
- 3
- Clients
- 101
- CRD
- 332422
- Ownership
- WAGNER, DAVID, ROBERT; Brown, Troy, Harrison
How much AUM does Tidecrest Wealth Management, LLC have?
Tidecrest Wealth Management, LLC reported $249.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Tidecrest Wealth Management, LLC?
Disclosed owners and executives of Tidecrest Wealth Management, LLC include WAGNER, DAVID, ROBERT, Brown, Troy, Harrison. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.