CRD: 332422
Tidecrest Wealth Management, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-21-2024
- Office Locations
- 1
Office Locations
About Tidecrest Wealth Management, LLC
Tidecrest Wealth Management is a Newport Beach, CA boutique registered investment adviser providing wealth management, portfolio management, holistic financial planning, and qualified retirement plan management. The firm serves individuals focused on optimizing wealth, retirement security, and legacy planning, with ongoing portfolio monitoring and tailored recommendations. Team depth includes CFA, CFP, CPA, and MBA credentials, and clients can access accounts via a Fidelity login portal.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID ROBERT WAGNER
Advisor, Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #5257350
- Ownership
- 75% or more
Troy Harrison Brown
Chief Operating Officer
- CRD
- #6698540
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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TRENT Christian KOLDEN
--
- CRD
- #6997830
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $249,671,442 | $643,483 |
| Non-Discretionary | $0 | -- |
| Total | $249,671,442 | $643,483 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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