Tidemark, LLC
Firm details
- Headquarters
- San Diego, California
- CRD number
- 327611
- Registered since
- September 20, 2023
- Website
- tidemarkfp.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.24%
- Individuals32.43%
- Charitable Organizations1.2%
- Pension & Profit Sharing Plans0.92%
- Corporations / Businesses0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Tidemark, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm serves both individual/family and institutional clients and provides a mix of financial planning and portfolio management services across households, small businesses and larger entities. Its advisory offerings explicitly include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fee arrangements include a percentage-of-AUM schedule alongside hourly and fixed-fee engagements. The firm does not list active ESG investing as part of its stated approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities9%
- Cash & Cash Equivalents3%
- Non-Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
1 of 1Jessica Roeper
Chief Compliance OfficerCRD 5900014
Contacts
3 of 8
Tyler Abney
Managing PartnerCRD 5138196
Joshua Stipcich
Managing PartnerCRD 5177834
Brad Duerks
Financial ConsultantCRD 4397389
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 496Active vs passive
$560M in ETFs
58%
$326M
27%
$233M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY TOTAL BOND ETF (FBND) | Fidelity | Active | Intermediate Core Plus Bond | $22.6M | 497,628 | 4.05% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 5405 Morehouse Dr
- Time zone
- PT (UTC-8)
- Office locations
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