Truetide Wealth
Firm details
- Headquarters
- ,
- CRD number
- 306312
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.92%
- Individuals23.08%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Truetide Wealth is structured as a limited liability company owned by an individual and operates as an unclassified registered investment adviser. The firm offers financial planning and portfolio management services targeted at individuals and small businesses rather than institutional clients. Its billing options include a percentage-of-assets fee, hourly charges, and fixed fees. Regulatory and operational flags in the available data: Truetide Wealth is not flagged as an active ESG investor, is not a multi-state adviser, and is not identified as a capital allocator, pension consultant, or related adviser. The firm appears to manage relationships on a non-discretionary basis.
Assets & Accounts
Investments & Alternatives
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
- Non-Exchange Traded Equities50%
- Exchange Traded Equities40%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1
Dana Nelson
Chief Compliance Officer, FounderCRD 4947100
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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