RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 6, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
WAGNER, DAVID, ROBERTICEO, CIO, & CCOE Control
WAGNER, DAVID, ROBERTICEO AND CCOE Control
WAGNER, DAVID, ROBERTICEO, CIO, & CCOE Control
WAGNER, DAVID, ROBERTICEO, CIO, & CCOE Control
WAGNER, DAVID, ROBERTICEO, CIO, & CCOE Control
WAGNER, DAVID, ROBERTICEO, CIO, & CCOE Control
Brown, Troy, HarrisonICOOA
Brown, Troy, HarrisonICOOA
Brown, Troy, HarrisonICOOA
Brown, Troy, HarrisonICOOA
Brown, Troy, HarrisonICOOA

Registrations

Federal

IA
Oct 6, 2025 REGISTERED

Notice Filings (3)

CA TX UT

Address

888 SAN CLEMENTE DRIVE
SUITE 130
NEWPORT BEACH, CA 92660
United States
Phone: 949-335-5202