TIDEMARK, LLC
CRD #327611 SEC #801-128758 SAN DIEGO, CA 888-791-0197
SEC Registered
Total AUM
$344.6M
Discretionary
$341.3M
Employees
8
Clients
25
Accounts
1,567
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $344.6M | $341.3M | $3.3M | 8 | 0 |
| Mar 2025 | $344.6M | $341.3M | $3.3M | 8 | 0 |
| May 2024 | $250.5M | $250.5M | $0 | 8 | 0 |
| Apr 2024 | $250.5M | $250.5M | $0 | 8 | 0 |
| Feb 2024 | $250.5M | $250.5M | $0 | 8 | 0 |
| Oct 2023 | $193.4M | $193.4M | $0 | 8 | 0 |
| Sep 2023 | $0 | $0 | $0 | 8 | 0 |
| Sep 2023 | $0 | $0 | $0 | 8 | 0 |
| Aug 2023 | $0 | $0 | $0 | 8 | 0 |
DateMay 2025
Total AUM$344.6M
Discretionary$341.3M
Non-Disc.$3.3M
Employees8
Clients0
DateMar 2025
Total AUM$344.6M
Discretionary$341.3M
Non-Disc.$3.3M
Employees8
Clients0
DateMay 2024
Total AUM$250.5M
Discretionary$250.5M
Non-Disc.$0
Employees8
Clients0
DateApr 2024
Total AUM$250.5M
Discretionary$250.5M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$250.5M
Discretionary$250.5M
Non-Disc.$0
Employees8
Clients0
DateOct 2023
Total AUM$193.4M
Discretionary$193.4M
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateSep 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0