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Tidecrest Wealth Management, LLC

● SEC registered since 2024CRD 332422SEC# 801-130960Newport Beach, CA
Export (members)
Reg. AUM
$212M
Employees
3
Accounts
307
Location
Newport Beach, CA

Tidecrest Wealth Management, LLC assets under management

Tidecrest Wealth Management, LLC operates as an SEC-registered investment adviser based in Newport Beach, CA. The firm has been registered since 2024. It reports $212 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/104398553/admin/dashboardView on SEC.gov ↗

Tidecrest Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
David Robert Wagner ControlCeo, Cio, & CcoOver 75%2024
Troy Harrison BrownCoo5-10%2024

Frequently asked questions

How much does Tidecrest Wealth Management, LLC manage?

Tidecrest Wealth Management, LLC reports $212 million in regulatory assets under management on its Form ADV.

How many employees does Tidecrest Wealth Management, LLC have?

Tidecrest Wealth Management, LLC reports 3 employees.

Where is Tidecrest Wealth Management, LLC located?

Tidecrest Wealth Management, LLC is based in Newport Beach, CA and has been SEC-registered since 2024.

Does Tidecrest Wealth Management, LLC disclose fund performance?

Tidecrest Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address888 San Clemente Drive, Suite 130, Newport Beach, CA 92660
Phone949-335-5202
Fax949-203-6227
Office hours8:00 a.m. Until 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$212M
Non-discretionary$0
Total (RAUM)$212M