TIDECREST WEALTH MANAGEMENT, LLC

TIDECREST WEALTH MANAGEMENT, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 332422). Regulatory assets under management: $249.7M.

Registration

• CRD: 332422
• SEC file number: 801-130960
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332422 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search