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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2023
- Office Locations
- 2
Office Locations
About Tidemark, LLC
Tidemark Financial Partners is an independent wealth management and comprehensive financial planning firm serving San Diego–area biotech executives, engineers, educators, and other tech employees. The team builds holistic retirement plans that incorporate employer benefit packages and emphasizes long-term relationships. Securities are offered through LPL Financial, with advisory services through its RIA (Tidemark LLC), and clients can access plans via RightCapital.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TYLER JAMES ABNEY
Chief Executive Officer
- CRD
- #5138196
- Ownership
- Less than 5%
JESSICA J ROEPER
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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FRANK JOSHUA ALVAREZ
Financial Advisor, General Partner
- CRD
- #6440292
BRAD NORMAN DUERKS
Financial Consultant
- CRD
- #4397389
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $458,379,695 | $397,554 |
| Non-Discretionary | $4,123,561 | $412,356 |
| Total | $462,503,256 | $397,681 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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