TIDECREST WEALTH MANAGEMENT, LLC

CRD 332422File 801-130960

APPROVED

Retail clients

Filing as of Mar 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$249.7M

Below cohort median (national)

Discretionary AUM

$249.7M

Clients

101

388 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Aug 21, 2024
Principal office: 888 SAN CLEMENTE DRIVE, SUITE 130, NEWPORT BEACH, CA, 92660
Phone: 949-335-5202
Website: https://www.linkedin.com/company/104398553/admin/dashboard/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $249.7M
Discretionary AUM: $249.7M
Non-discretionary AUM: $0
Discretionary accounts: 388
Non-discretionary accounts: 0
Total accounts: 388
AUM per client: $2.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	8	$26.1M
Charitable organizations	2	$3.8M
High net worth individuals	68	$192.3M
Pension and profit sharing plans	7	$18.9M
Individuals (other than high net worth individuals)	16	$8.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.