Tidemark, LLC

CRD 327611 · San Diego, CA · $462.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 327611
SEC number: 801-128758
Firm type: RIA
Assets under management: $462.5M as of Jun 25, 2026
Website: tidemarkfp.com ↗
Phone: 888-791-0197
Address: 5405 Morehouse Dr., San Diego, CA, 92121

Advisors at this firm

8 in our index · page 1 of 1

Tyler James AbneyCRD 5138196 · San Diego, CA

IA RegisteredRegistration inactive
Frank Joshua AlvarezCRD 6440292 · San Diego, CA

IA RegisteredRegistration inactive
Brad Norman DuerksCRD 4397389 · San Diego, CA

IA RegisteredRegistration inactive
Giovanna P LeyvaCRD 7733278 · San Diego, CA

IA RegisteredRegistration inactive
Anthony Charles McleanCRD 5584669 · San Diego, CA

IA RegisteredRegistration inactive
Adam Russell McmillianCRD 7502104 · Danbury, NC

IA RegisteredRegistration inactive
Jared J RedfieldCRD 7181934 · San Diego, CA

IA RegisteredRegistration inactive
Joshua Albert StipcichCRD 5177834 · San Diego, CA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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