{
  "crd_number": 327611,
  "slug": "tidemark-llc-san-diego-ca-327611",
  "primary_business_name": "TIDEMARK, LLC",
  "legal_name": "TIDEMARK, LLC",
  "dbas": [
    "TIDEMARK FINANCIAL PARTNERS"
  ],
  "city": "San Diego",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-09-20",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-09-22",
  "carried_forward": false,
  "raum_total": 462503256.0,
  "raum_discretionary": 458379695.0,
  "raum_non_discretionary": 4123561.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 12,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 5535066.0,
      "count": 10
    },
    "individuals": {
      "raum": 149989716.0,
      "count": 623
    },
    "pension_profit_sharing": {
      "raum": 4274214.0,
      "count": 9
    },
    "high_net_worth_individuals": {
      "raum": 301746378.0,
      "count": 226
    },
    "corporations_other_businesses": {
      "raum": 957882.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "ID",
    "NC",
    "NE",
    "NH",
    "NV",
    "PA",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/tidemarkfp",
    "https://linkedin.com/company/tidemarkfp",
    "https://tidemarkfp.com",
    "https://youtube.com/@tidemarkfinancialpartners6417"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327611",
  "city_as_filed": "SAN DIEGO",
  "url": "https://advisorcensus.com/firm/tidemark-llc-san-diego-ca-327611",
  "display_name": "Tidemark, LLC",
  "summary": "Tidemark, LLC is an SEC-registered investment advisory firm in San Diego, CA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.",
  "citation": "AdvisorCensus. Tidemark, LLC (CRD 327611): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Tidemark, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Tidemark, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Tidemark, LLC located?",
      "a": "Tidemark, LLC's principal office is in San Diego, CA, according to its Form ADV."
    },
    {
      "q": "Is Tidemark, LLC registered with the SEC or a state?",
      "a": "Tidemark, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327611."
    },
    {
      "q": "How much does Tidemark, LLC manage?",
      "a": "Tidemark, LLC reports $462,503,256 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (99% discretionary)."
    },
    {
      "q": "How have Tidemark, LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Tidemark, LLC: Regulatory assets under management: $0 in the October 2023 data and $462,503,256 in the October 2026 data. Total employees: 8 in October 2023 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Tidemark, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (623); high net worth individuals (226); charitable organizations (10)."
    },
    {
      "q": "Which custodians does Tidemark, LLC use?",
      "a": "Tidemark, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Tidemark, LLC report any disciplinary disclosures?",
      "a": "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/327611"
    },
    {
      "q": "What changed in Tidemark, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in NE."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 8,
      "filing_date": "2023-09-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 250479895.0,
      "total_employees": 8,
      "filing_date": "2024-05-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 344558488.0,
      "total_employees": 8,
      "filing_date": "2025-05-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 462503256.0,
      "total_employees": 12,
      "filing_date": "2026-09-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in NE."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in NC."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $344,558,488 to $462,503,256 (+34%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/tidemark-llc-san-diego-ca-327611.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 623,
      "fewer_than_5": false,
      "raum": 149989716.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 226,
      "fewer_than_5": false,
      "raum": 301746378.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 9,
      "fewer_than_5": false,
      "raum": 4274214.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 10,
      "fewer_than_5": false,
      "raum": 5535066.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 957882.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327611",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}