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Chief Operating Officer · Tidemark, LLC

Joshua A. Stipcich

CRD 5177834 · Named on Form ADV at one SEC-registered adviser

At a glance

Tidemark, LLC, an SEC-registered wealth manager based in SAN Diego, CA with $463 million in regulatory assets, lists Joshua A. Stipcich on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

  • Tidemark, LLCChief Operating OfficerWealth manager · SAN Diego, CA · $463M in regulatory assets

AtlasMembers

Joshua’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joshua’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.