# Truetide Wealth

> Truetide Wealth is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 10, 2026.

- CRD: 306312
- Filed as: TRUETIDE WEALTH
- Legal name: Truetide Wealth, LLC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: June 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306312
- AdvisorCensus page: https://advisorcensus.com/firm/truetide-wealth-306312

## Quick answers

**How is Truetide Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Truetide Wealth 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.

**Is Truetide Wealth registered with the SEC or a state?**
Truetide Wealth is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 306312.

**How much does Truetide Wealth manage?**
Truetide Wealth reports $1,300,000 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (0% discretionary).

**Does Truetide Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306312

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,300,000
- Discretionary: $0
- Non-discretionary: $1,300,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $300,000 |
| High net worth individuals | Fewer than 5 | $1,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Truetide Wealth (CRD 306312): Form ADV filing data as of October 2026.