Tidecrest Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$200,899,754
Clients
84
Advisors
3
of 3 employees
About
Tidecrest Wealth Management provides advisory services to individuals (including high-net-worth clients), trusts, estates, corporations, pension and profit-sharing plans, charitable organizations, and other business entities. The firm offers portfolio management across public and private securities, financial planning and consulting, retirement plan/pension consulting, and estate planning as part of its service set.
The firm’s investment process combines quantitative, fundamental, technical, and economic analysis—using charting, cyclical and strategic asset-allocation techniques—and it implements both long- and short-term positions as appropriate. Tidecrest may engage third‑party managers and recommend private fund investments for suitable accredited or qualified clients, and it documents an extensive private‑fund due diligence and ongoing monitoring process that includes review of offering materials, attendance at manager calls, coordination with client CPAs, and integration of private investment cash flows into consolidated reporting.
Noteworthy for a firm of its size, Tidecrest actively integrates private placements and alternative investments into client portfolios and handles operational tasks such as capital calls, distributions, and valuation reporting on a discretionary basis. The firm also relies on a primary custodian platform for trading and institutional systems support, discloses those referral and operational relationships, and does not accept commission‑based compensation or act as custodian of client assets.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees range from $2,500 to $10,000.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.95% $2,500,001 - $5,000,000: 0.85% $5,000,001 - $7,500,000: 0.75% $7,500,001 - $10,000,000: 0.70% Above $10,000,000+: Negotiable
$300 to $500 per hour for financial planning and consulting services.
Account minimum: $250,000 Fee-only: Financial planning fixed fees range from $2,500 to $10,000; hourly fees range from $300 to $500 per hour.
Main office
888 San Clemente Drive, Suite 130
Newport Beach CA 92660
Advisors at this office
3
Most active in
California · Texas · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
David W
CFP®, Series 65, Series 66
Newport Beach, CA
Tidecrest Wealth Management, LLC
David Wagner is a CFP® with 19 years of industry experience, currently serving at Tidecrest Wealth Management, LLC since 2024. His prior experience includes roles at Bank of America, Merrill Lynch, and Morgan Stanley. Outside of his advisory work, he is the treasurer of the Charitable CDM Girls Volleyball Foundation and participates in his wife's interior design business as treasurer. Tidecrest Wealth Management provides investment advisory and planning services to individuals, corporations, trusts, employee benefit plans, and charitable organizations. The firm employs a multi-disciplinary investment process using quantitative, fundamental, technical, and economic analysis, offering both discretionary and non-discretionary management with a focus on detailed operational support for private placements.
Trent K
Series 65
Newport Beach, CA
Tidecrest Wealth Management, LLC
Trent Kolden is a financial advisor at Tidecrest Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at WestPark Capital and Marriott. Tidecrest Wealth Management provides advisory services to individuals, trusts, estates, corporations, pension and profit-sharing plans, charitable organizations, and other business entities. The firm’s investment approach combines quantitative, fundamental, technical, and economic analysis, incorporating both public and private securities, and integrates private placements and alternative investments into client portfolios.
Troy B
CFP®, Series 66
Newport Beach, CA
Tidecrest Wealth Management, LLC
Troy Brown is a CFP® with eight years of industry experience, currently serving as a financial advisor at Tidecrest Wealth Management, LLC. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Outside of finance, he pursues a hobby creating art by drilling painted screws into wooden boards to form figures and shapes. Tidecrest Wealth Management provides advisory services to individuals, trusts, estates, corporations, pension plans, charitable organizations, and other entities. The firm employs a comprehensive investment process integrating quantitative, fundamental, technical, and economic analyses, and it actively incorporates private placements and alternative investments into client portfolios.
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