Tidemark, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated April 22, 2026, reports $463M in regulatory assets under management, 12 employees, and 1,163 accounts.
Assets Under Management
$463M
Employees
12
Offices
--
Total Clients
873
Primary office
SAN DIEGO, CA
5405 MOREHOUSE DR., SUITE 345, SAN DIEGO, CA, United States
Top client segmentIndividuals represent 71.4% of total clients.
Top client categories% of clientsClients
1
Individuals
71.4%
623
2
HNWI
25.9%
226
3
Charitable
1.1%
10
4
Pension Plans
1.0%
9
5
Corporations
0.6%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$463Mas of April 22, 2026
Discretionary99.1%
$458M
99% of total RAUM99.1%
Non-discretionary0.9%
$4M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$463M
Total Accounts1,163
10Y AUM Change+$463M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee73:1
10Y Employee Change+4 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.