Brett James Upper
Investment adviser representative at Tide Cove Capital Partners LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$183.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Tide Cove Capital Partners LLCAug 2023 to now
- Rsm US LLPJan 2018 to Jun 2023
- Balboa Wealth Partners, IncDec 2017 to Mar 2020
- Alphacore Capital LLCJun 2016 to May 2017
- Daniel Wealth AdvisorsJan 2015 to Dec 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Tide Cove Capital Partners LLC
$183.1MAssets managed
0Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5749519
- Firm CRD
- 327373