TIDEMARK, LLC

CRD

327611

SEC file #

801-128758

EIN

931964694

DBA names

—

Economics

AUM

$462.5M

AUM band

$100M-$500M

AUM trajectory

'25 · $344.6M

'26 · $462.5M

'25'26

$344.6M → $462.5M▲ +34%

sec adv history

Client mix

Individuals Other	623
Individuals High Net Worth	226
Charitable Organizations	10
Pension Profit Sharing Plans	9
Corporations	5

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 8 advisors

'26 · 8 advisors

'25'26

8 advisors → 8 advisors▬ 0%

sec adv history

Primary office

SAN DIEGO CA

Branches

—

Custodian & Brokerage

Primary custodian

LPL Financiallow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

04/22/2026

ADV-W filed at

—

Website

tidemarkfp.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

STIP, INC

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

STIP, INC

TAB ADVISORY

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

TIDEMARKFP.COM

Rdap Domain Creation Date

2017-09-14T16:53:28Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002009591

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2024-02-09

Edgar Last Filing Date

2026-05-07

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-07

Accession0002009591-26-000004

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.4708

Soi Zip Pct 200k Plus

0.2458

Soi Zip Returns 200k Plus

590

Soi Zip Total AGI

472,098

Fdic Zip Total Deposits

60,137,217,000

Fdic Zip Branch Count

253

Fdic Zip Top Banks

Wells Fargo Bank, National Association

U.S. Bank National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Lpl Financial	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

5405 MOREHOUSE DR.SUITE 345SAN DIEGO, CA 92121

Business

5405 MOREHOUSE DR.SUITE 345SAN DIEGO, CA 92121

Edgar EIN

931964694

Edgar Recent Filings

13F-HR2026-05-07 · 0002009591-26-000004

13F-HR2026-02-10 · 0002009591-26-000002

Fdic Zip Branches Raw

First Interstate Bank of CaliforniaSan Diego, CA

Union BankSan Diego, CA

Fdic Zip HHI

4916.78

Fdic Zip Top Bank Share Pct

69.08

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-09-14T16:53:28Z

Rdap Domain Last Changed

2022-10-05T08:35:16Z

Rdap Nameservers

Ns55.domaincontrol.comNs56.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	5,431
Returns	470

Stub 2

AGI	12,089
Returns	330

Stub 3

AGI	16,571
Returns	270

Soi Zip Total Business Income

25,631

Soi Zip Total Cap Gains

32,504

Soi Zip Total Dividends

23,739

Soi Zip Total Returns

2,400

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