T
Truetide Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
3
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
LowAverage account size
$0
About
TrueTide Wealth, LLC is a state-registered independent investment adviser that provides discretionary investment management and a range of financial planning services to individual clients and entities. The firm operates as a solo practice with a very small active client base (three clients) and a stated account minimum of $500,000.
The firm develops individualized investment policies and implements portfolios using a mix of fundamental, technical, and cyclical analysis, and may combine passive and active strategies to align investments with client goals and risk tolerance. It offers project-based, hourly, and ongoing retainer financial planning, conducts quarterly account reviews, and provides ongoing monitoring and implementation support.
Noteworthy details disclosed in the brochure include an affiliation uncommon for firms this size: the firm’s principal is employed by and registered as an Investment Adviser Representative of Bell InvestmentAdvisers Inc., providing consulting services to that RIA for roughly 10–20% of his time. The brochure also reports no assets under management as of December 31, 2020 and notes that ongoing financial planning is offered complimentary for clients who custody at least $1,000,000 with the firm, features that distinguish it from many peers.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
Fixed fee ranging between $500 and $10,000 for project-based financial planning
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $3,000,000: 0.50% $3,000,001+: 0.30%
$200 per hour
Account minimum: $500,000
Main office location
Truetide Wealth
Lafayette CA, United States
Number of offices
1
Most active in
Truetide Wealth has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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