SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Tidemark, LLC
San Diego, CA
CRD 327611
Firm filing updated September 22, 2026 ·
- $462.5MAssets
- 873Clients
- 8Advisory staff
- 1,163Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals623
- High net worth individuals226
- Charities10
- Pension and profit sharing plans9
- Corporations or other businesses5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 623 | $150.0 million |
| High net worth individuals | 226 | $301.7 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $4.3 million |
| Charitable organizations | 10 | $5.5 million |
| Corporations or other businesses not listed above | 5 | $957,882 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Pension consulting services
- Other: "CONSULTING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other: "CONSULTING"
Assets and accounts
- Regulatory assets$462.5 million
- Accounts1,163
- Discretionary$458.4 million · 1,153 accounts
- Non-discretionary$4.1 million · 10 accounts
People
- Employees12
- Advisory staff8
- Broker-dealer reps0
- Licensed insurance agents6
- Planning clients11 to 25
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 327611, SEC file 801-128758.
- Registered with the SEC as an investment advisor (status date on record: September 20, 2023).
Is Tidemark, LLC a fiduciary?
Short answer: Tidemark, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
6 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.