Tidemark, LLC
Tidemark, LLC is a Nevada-based registered investment adviser founded in 2023. The firm is independently operated by principal members Tyler Abney and Josh Stipcich. Tidemark provides comprehensive asset management and financial planning services to individuals, high-net-worth individuals, small businesses, and institutional clients. The firm offers tailored investment strategies, wealth management, and retirement planning services, supporting a diverse clientele including executives, engineers, and educators. The RIA works in partnership with preferred custodians such as LPL Financial, Charles Schwab, and Fidelity Investments. Tidemark aims to assist clients with holistic wealth planning and individualized strategies that reflect their unique circumstances and objectives. The firm has a small team dedicated to personalized service and financial guidance.
Investment Strategy
Tidemark's investment strategy is based on constructing individualized portfolios tailored to each client's financial situation, objectives, risk tolerance, tax status, and time horizon. The firm employs a broad asset allocation approach that includes equities, ETFs, mutual funds, fixed income, alternative investments, and structured products. Recommendations are only made when suitable to the client’s objectives and overall financial profile. The advisory team leverages model portfolios from LPL Financial and offers guidance on manager selection and ongoing performance monitoring. Tidemark also provides comprehensive financial planning—including retirement, estate, and tax planning—drawing on in-depth client interviews and continuous consultation with legal, tax, and insurance professionals where needed.
Top Holdings
Equity Positions (689)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GTO | INVESCO TOTAL | 11.83% | $36.7M | 782,477 | $46.76 | $46.89 | +$351.4K |
S SPHQ | INVESCO S&P | 5.82% | $18.0M | 253,263 | $61.79 | $71.26 | +$2.3M |
D DDWM | WISDOMTREE DYNAMIC | 5.18% | $16.1M | 405,360 | $36.62 | $39.66 | +$6.2M |
S SPYG | SPDR PORTFOLIO | 5.16% | $16.0M | 167,790 | $78.02 | $95.32 | +$1.5M |
S SPLG | SPDR PORTFOLIO | 4.81% | $14.9M | 205,151 | $58.35 | $72.69 | -$4.4M |