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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nevada
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROEPER, JESSICA, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROEPER, JESSICA, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROEPER, JESSICA, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROEPER, JESSICA, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROEPER, JESSICA, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROEPER, JESSICA, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROEPER, JESSICA, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROEPER, JESSICA, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROEPER, JESSICA, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ABNEY, TYLER, JAMES | I | MEMBER, CEO | D | Control |
| ABNEY, TYLER, JAMES | I | MEMBER, CEO | D | Control |
| ABNEY, TYLER, JAMES | I | MEMBER, CEO | D | Control |
| ABNEY, TYLER, JAMES | I | MEMBER, CEO | D | Control |
| ABNEY, TYLER, JAMES | I | MEMBER, CEO | D | Control |
| STIP, INC | DE | MEMBER | D | Control |
| STIP, INC | DE | MEMBER | D | Control |
| STIP, INC | DE | MEMBER | D | Control |
| STIP, INC | DE | MEMBER | D | Control |
| STIPCICH, JOSHUA, ALBERT | I | MEMBER, COO | D | Control |
| STIPCICH, JOSHUA, ALBERT | I | MEMBER, COO | D | Control |
| STIPCICH, JOSHUA, ALBERT | I | MEMBER, COO | D | Control |
| STIPCICH, JOSHUA, ALBERT | I | MEMBER, COO | D | Control |
| STIPCICH, JOSHUA, ALBERT | I | MEMBER, COO | D | Control |
| TAB ADVISORY | DE | MEMBER | D | Control |
| TAB ADVISORY | DE | MEMBER | D | Control |
| TIDEMARK FINANCIAL, INC. | DE | MEMBER | D | Control |
| TIDEMARK FINANCIAL, INC. | DE | MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ABNEY, TYLER, JAMES | I | TIDEMARK FINANCIAL, INC. | E | Control |
| ABNEY, TYLER, JAMES | I | TIDEMARK FINANCIAL, INC. | E | Control |
| STIPCICH, JOSHUA, ALBERT | I | STIP, INC | E | Control |
| STIPCICH, JOSHUA, ALBERT | I | STIP, INC | E | Control |
Registrations
Federal
IA
May 22, 2025 REGISTERED
Notice Filings (11)
AZ CA CO FL GA ID NH NV PA TX WA
Address
5405 MOREHOUSE DR.SUITE 345
SAN DIEGO, CA 92121
United States
Phone: 888-791-0197