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 and institutional clients and reports ownership structure that includes domestic entities and individuals. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Fee arrangements are a mix of percentage-of-AUM, hourly fees, and fixed fees. The firm does not identify as an active ESG investor and is not structured as a capital allocator; its activities appear focused on managing client portfolios rather than operating third-party fund platforms.
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
Giovanna Leyva
Associate Financial ServicesCRD 7733278
Adam Mcmillian
Financial AdvisorCRD 7502104
Jared Redfield
Financial ConsultantCRD 7181934
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 465Active vs passive
$486M in ETFs
60%
$293M
26%
$193M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY) | First Trust | Passive | Large Value | $21.6M | 316,682 | 4.45% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 5405 Morehouse Dr
- Time zone
- PT (UTC-8)
- Office locations
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