# Tidemark, LLC

> 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.

- CRD: 327611
- Filed as: TIDEMARK, LLC
- Also doing business as: TIDEMARK FINANCIAL PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327611
- AdvisorCensus page: https://advisorcensus.com/firm/tidemark-llc-san-diego-ca-327611

## Quick answers

**How is Tidemark, LLC compensated?**
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.

**Where is Tidemark, LLC located?**
Tidemark, LLC's principal office is in San Diego, CA, according to its Form ADV.

**Is Tidemark, LLC registered with the SEC or a state?**
Tidemark, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327611.

**How much does Tidemark, LLC manage?**
Tidemark, LLC reports $462,503,256 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (99% discretionary).

**How have Tidemark, LLC's assets and staff changed since 2023?**
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.

**What types of clients does Tidemark, LLC serve?**
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).

**Which custodians does Tidemark, LLC use?**
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.

**Does Tidemark, 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/327611

**What changed in Tidemark, LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in NE.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial 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: $462,503,256
- Discretionary: $458,379,695
- Non-discretionary: $4,123,561

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 623 | $149,989,716 |
| High net worth individuals | 226 | $301,746,378 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $4,274,214 |
| Charitable organizations | 10 | $5,535,066 |
| Corporations or other businesses not listed above | 5 | $957,882 |

### 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
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 12 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, ID, NC, NE, NH, NV, PA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tidemarkfp.com
- Facebook @tidemarkfp
- LinkedIn @tidemarkfp
- YouTube @tidemarkfinancialpartners6417

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 8 | September 22, 2023 |
| October 2024 | $250,479,895 | 8 | May 7, 2024 |
| October 2025 | $344,558,488 | 8 | May 22, 2025 |
| October 2026 | $462,503,256 | 12 | September 22, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in NE.

### July 2026
- Registered or notice-filed in NC.

### April 2026
- Regulatory assets under management went from $344,558,488 to $462,503,256 (+34%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tidemark, LLC (CRD 327611): Form ADV filing data as of October 2026.