# TIDECREST WEALTH MANAGEMENT, LLC

TIDECREST WEALTH MANAGEMENT, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 332422
- Type: SEC-registered investment adviser
- SEC file number: 801-130960
- Location: 888 SAN CLEMENTE DRIVE, SUITE 130, NEWPORT BEACH, CA, 92660
- Phone: 949-335-5202
- Latest filing: 2026-03-04
- Regulatory AUM: $249.7M
- Discretionary AUM: $249.7M
- Clients: 3
- Accounts: 388

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| David Robert Wagner | CEO, CIO, & CCO | — |
| Troy Harrison Brown | COO | — |
| WAGNER TOM ROBERT | CEO AND CCO; CEO, CIO, & CCO | — |
| BROWN BRADLEY HARRISON | COO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332422/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332422/similar
- Related entities: https://search.stillhousedata.com/firm/332422/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332422

---

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.