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TIDEMARK, LLC

SAN DIEGO, CA · CRD 327611 · IAPD ↗ · tidemarkfp.com · 888-791-0197

$462.5MRegulatory AUM
8Advisory reps
12Employees
0Clients
11-25Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — TIDEMARK, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2026 — TIDEMARK, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
July 2026 — TIDEMARK, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2026 — TIDEMARK, LLC reported RAUM up 34% ($344.6M -> $462.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
June 2025 — TIDEMARK, LLC notice-filed in ID, NV, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2025 — TIDEMARK, LLC reported RAUM up 38% ($250.5M -> $344.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2025 — TIDEMARK, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
June 2024 — TIDEMARK, LLC notice-filed in FL, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2024 — TIDEMARK, LLC notice-filed in GA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2024 — TIDEMARK, LLC reported RAUM up 29% ($193.4M -> $250.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.