NEWPORT BEACH, CACRD 332422Latest ADV March 4, 2026
Tidecrest Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated March 4, 2026, reports $250M in regulatory assets under management, 3 employees, and 388 accounts.
Assets Under Management
$250M
Employees
3
Offices
--
Total Clients
101
Primary office
NEWPORT BEACH, CA
888 SAN CLEMENTE DRIVE, SUITE 130, NEWPORT BEACH, CA, United States
Top client segmentHNWI represent 67.3% of total clients.
Top client categories% of clientsClients
1
HNWI
67.3%
68
2
Individuals
15.8%
16
3
Corporations
7.9%
8
4
Pension Plans
6.9%
7
5
Charitable
2.0%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$250Mas of March 4, 2026
Discretionary100.0%
$250M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$250M
Total Accounts388
10Y AUM Change+$250M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee34:1
10Y Employee Change0 (0.0%)
* 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.