# Tidecrest Wealth Management, LLC

> Tidecrest Wealth Management, LLC is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 332422
- Filed as: TIDECREST WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332422
- AdvisorCensus page: https://advisorcensus.com/firm/tidecrest-wealth-management-llc-newport-beach-ca-332422

## Quick answers

**How is Tidecrest Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tidecrest Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Tidecrest Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 4, 2026 states: Flat fee: $2,500 to $10,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Tidecrest Wealth Management, LLC located?**
Tidecrest Wealth Management, LLC's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Tidecrest Wealth Management, LLC registered with the SEC or a state?**
Tidecrest Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332422.

**How much does Tidecrest Wealth Management, LLC manage?**
Tidecrest Wealth Management, LLC reports $249,671,442 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**How have Tidecrest Wealth Management, LLC's assets and staff changed since 2024?**
In the Form ADV data for Tidecrest Wealth Management, LLC: Regulatory assets under management: $0 in the October 2024 data and $249,671,442 in the October 2026 data. Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tidecrest Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (68); individuals (other than high net worth individuals) (16); corporations or other businesses not listed above (8).

**Which custodians does Tidecrest Wealth Management, LLC use?**
Tidecrest Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Tidecrest Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332422

**Does Tidecrest Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 4, 2026 says: "TWM generally requires $250,000 to open or maintain an account. However, we reserve the right to waive this requirement on a case-by-case basis."

**What changed in Tidecrest Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $212,000,000 to $249,671,442 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> TWM generally requires $250,000 to open or maintain an account. However, we reserve the right to waive this requirement on a case-by-case basis.

- Flat fee: $2,500 to $10,000 (financial planning services)

> Financial planning services are provided for either an agreed upon fixed or hourly rate, ranging from $2,500 to 10,000 for fixed fees and $300 to 500 per hour for hourly charges.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $249,671,442
- Discretionary: $249,671,442
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $8,564,332 |
| High net worth individuals | 68 | $192,335,422 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $18,881,370 |
| Charitable organizations | 2 | $3,800,124 |
| Corporations or other businesses not listed above | 8 | $26,090,194 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tidecrestwm.com
- Instagram @tidecrestwealthmanagement
- LinkedIn @104398553
- YouTube @TidecrestWealthManagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 3 | September 16, 2024 |
| October 2025 | $212,000,000 | 3 | June 26, 2025 |
| October 2026 | $249,671,442 | 3 | March 4, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $249,671,442 in the October 2026 data.
Total employees: 3 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $212,000,000 to $249,671,442 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tidecrest Wealth Management, LLC (CRD 332422): Form ADV filing data as of October 2026.