Tidal Investments LLC

$45.83BAssets under management
as of Mar 2026 · SEC Form ADV
Milwaukee, WI
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Tech stack

No one at Tidal Investments LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Tidal Investments LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $60M held · filed Mar 2024
Fidelity
Per Form ADV · $29M held · filed Mar 2024
Pershing
Per Form ADV · $2M held · filed Mar 2024
American Funds Distributors
Per Form ADV · $180K held · filed Mar 2024
Gemini Trust Company, LLC
Per Form ADV · $73K held · filed Mar 2024