A complete list of active advisors currently associated with Tidemark, LLC

Warmer can help you find a great advisor at Tidemark, LLC or one who fits your needs even better.

Tidemark, LLC provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals (including high‑net‑worth clients), small businesses, pension plans and other institutional clients. The firm offers written financial plans and estate‑planning support through a third‑party digital estate planning service, and reports $462.5 million in assets under management across its advisory relationships. The firm constructs individually tailored portfolios using equities, ETFs, mutual funds, fixed income, alternative investments, structured products and selected cryptocurrency products, and describes the use of fundamental, technical, charting and cyclical analysis in its process. Custodial recommendations favor LPL Financial (with Charles Schwab and Fidelity available), and Tidemark provides quarterly written reports summarizing account performance, balances and holdings to clients. What is notable in the brochure is that Tidemark both provides client performance reporting and discloses advertising of hypothetical performance and performance results, an approach that is uncommon among comparable team firms. The ADV also documents a recent material change: the firm’s investment adviser representatives are no longer registered as broker‑dealer representatives, and the brochure discloses related updates to brokerage practices and affiliations; additionally, some associated persons are licensed insurance agents and the firm discloses referral and compensation arrangements.

To learn more about the advisors currently working at Tidemark, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.