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Building 2TIDECREST WEALTH MANAGEMENT, LLC

Map pinNEWPORT BEACH, CA
Phone949-335-5202
NotebookSEC #801-130960
Total AUM
$249.7M
Employees
3
Clients
101

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
888 SAN CLEMENTE DRIVE
SUITE 130
NEWPORT BEACH
CA 92660
United States
Operating Hours
8:00 AM UNTIL 5:00 PM
Monday - Friday
Phone
949-335-5202

ReceiptFinancials

Total AUM
$249.7M
Accounts
388
Discretionary
$249.7M
Accounts
388
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
16
AUM
$8.6M
HNW Individual Clients
68
AUM
$192.3M
Pension/Profit Sharing Plan Clients
7
AUM
$18.9M
Charitable Organization Clients
2
AUM
$3.8M
Corporation or Business Clients
8
AUM
$26.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATXUT

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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