TIDECREST WEALTH MANAGEMENT, LLC
CRD #332422 SEC #801-130960 NEWPORT BEACH, CA 949-335-5202
SEC Registered
Total AUM
$212M
Discretionary
$212M
Employees
3
Clients
11
Accounts
307
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $212M | $212M | $0 | 3 | 0 |
| Jun 2025 | $212M | $212M | $0 | 3 | 0 |
| Feb 2025 | $212M | $212M | $0 | 3 | 0 |
| Dec 2024 | $201M | $201M | $0 | 3 | 0 |
| Sep 2024 | $0 | $0 | $0 | 3 | 0 |
| Jul 2024 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees3
Clients0
DateDec 2024
Total AUM$201M
Discretionary$201M
Non-Disc.$0
Employees3
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0