Trent Kolden
Tidecrest Wealth Management · Newport Beach, California
Trent Kolden is a fee-only financial advisor at Tidecrest Wealth Management in Newport Beach, California. Tidecrest Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Tidecrest Wealth Management |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $249.7M across 388 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 6997830 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.tidecrestwm.com |
How Trent's firm compares
- Tidecrest Wealth Management's average account is about $643,000, from its Form ADV (assets managed divided by 388 accounts).
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Questions about Trent
Is Trent Kolden a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Trent holds no broker registration, and Tidecrest Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Trent charge for financial advice?
Trent's firm, Tidecrest Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Trent Kolden based?
Trent Kolden is based in Newport Beach, California.
Is Trent Kolden registered with the SEC?
Yes. Trent Kolden is registered as an investment adviser representative in CA and TX (CRD 6997830), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tidecrest Wealth Management manage?
Tidecrest Wealth Management reports $249.7M across 388 accounts in assets under management.
How do I contact Trent Kolden?
Through Trent's website, www.tidecrestwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Newport Beach
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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