Tidecrest Wealth Management, LLC
● SEC registered since 2024CRD 332422SEC# 801-130960Newport Beach, CA
Reg. AUM
$249.7M
Employees
3
Accounts
388
Location
Newport Beach, CA
Tidecrest Wealth Management, LLC assets under management
Tidecrest Wealth Management, LLC operates as an SEC-registered investment adviser based in Newport Beach, CA. The firm has been registered since 2024. It reports $249.7 million in regulatory assets under management and employs 3 people.
Tidecrest Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Robert Wagner Control | Ceo, Cio, & Cco | Over 75% | 2024 |
| Troy Harrison Brown | Coo | 5-10% | 2024 |
Frequently asked questions
How much does Tidecrest Wealth Management, LLC manage?
Tidecrest Wealth Management, LLC reports $249.7 million in regulatory assets under management on its Form ADV.
How many employees does Tidecrest Wealth Management, LLC have?
Tidecrest Wealth Management, LLC reports 3 employees.
Where is Tidecrest Wealth Management, LLC located?
Tidecrest Wealth Management, LLC is based in Newport Beach, CA and has been SEC-registered since 2024.
Does Tidecrest Wealth Management, LLC disclose fund performance?
Tidecrest Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 888 San Clemente Drive, Suite 130, Newport Beach, CA 92660 |
| Phone | 949-335-5202 |
| Fax | 949-203-6227 |
| Office hours | 8:00 a.m. Until 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$249.7M▲ 18%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$249.7Mregulatory AUM
Discretionary $249.7M