# TIDEMARK, LLC

TIDEMARK, LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 327611
- Type: SEC-registered investment adviser
- SEC file number: 801-128758
- Location: 5405 MOREHOUSE DR., SUITE 345, SAN DIEGO, CA, 92121
- Phone: 888-791-0197
- Latest filing: 2026-06-25
- Regulatory AUM: $462.5M
- Discretionary AUM: $458.4M
- Non-discretionary AUM: $4.1M
- Clients: 12
- Accounts: 1,163

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Jessica J Roeper | CHIEF COMPLIANCE OFFICER | — |
| Tyler James Abney | CHIEF EXECUTIVE OFFICER; MEMBER, CEO | — |
| Joshua Albert Stipcich | CHIEF OPERATING OFFICER; MEMBER, COO | — |
| ROEPER JESSICA J | CHIEF COMPLIANCE OFFICER | — |
| ABNEY TYLER JAMES | MEMBER, CEO | — |
| STIPCICH JOSHUA ALBERT | MEMBER, COO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327611/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327611/similar
- Related entities: https://search.stillhousedata.com/firm/327611/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327611

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.