Tidecrest Wealth Management, LLC

David Wagner is a CFP® with 19 years of industry experience, currently serving at Tidecrest Wealth Management, LLC since 2024. His prior experience includes roles at Bank of America, Merrill Lynch, and Morgan Stanley. Outside of his advisory work, he is the treasurer of the Charitable CDM Girls Volleyball Foundation and participates in his wife's interior design business as treasurer. Tidecrest Wealth Management provides investment advisory and planning services to individuals, corporations, trusts, employee benefit plans, and charitable organizations. The firm employs a multi-disciplinary investment process using quantitative, fundamental, technical, and economic analysis, offering both discretionary and non-discretionary management with a focus on detailed operational support for private placements.

Trent Kolden is a financial advisor at Tidecrest Wealth Management, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at WestPark Capital and Marriott. Tidecrest Wealth Management provides investment advisory and planning services to individuals, corporations, trusts, employee benefit plans, and charitable organizations. The firm uses a multi-disciplinary investment process combining quantitative, fundamental, technical, and economic analysis, offering portfolio management and financial planning with a focus on strategic asset allocation and private fund integration.

Troy Brown is a CFP® with eight years of industry experience, currently serving as an advisor at Tidecrest Wealth Management, LLC. Prior to joining Tidecrest, he worked at Bank of America and Merrill. Outside of finance, he pursues a hobby creating screw art by drilling painted screws into wooden boards. Tidecrest Wealth Management provides investment advisory and planning services to individuals, corporations, trusts, employee benefit plans, and charitable organizations. The firm employs a multi-disciplinary investment process and manages portfolios on both discretionary and non-discretionary bases, with a particular focus on private fund allocations and detailed operational management for high-net-worth clients.