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Crosspoint Capital Management vs Tidwell Wealth Management LLC: NewRiaPulse comparison
Crosspoint Capital Management's amount of 117 is 1.0x Tidwell Wealth Management LLC's 117 (35th percentile). Crosspoint Capital Management is dated 2026-09-22; Tidwell Wealth Management LLC 2026-05-05.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Both records plus every comparable CA record, with all columns and source links · Card, Apple Pay, Google Pay or Link via Stripe
How does Crosspoint Capital Management compare to Tidwell Wealth Management LLC?
| Field | Crosspoint Capital Management | Tidwell Wealth Management LLC |
|---|---|---|
| Firm | Crosspoint Capital Management | Tidwell Wealth Management LLC |
| Legal name | Crosspoint Capital Strategies, LLC | Tidwell Wealth Management LLC |
| CRD | 150212 | 309109 |
| Status | Approved | Approved |
| Registered with the SEC | 2026-09-22 | 2026-05-05 |
| Latest Form ADV filing | 2026-09-17 | 2026-05-04 |
| Location | Orinda, CA, United States | Rocklin, CA, United States |
| Regulatory AUM | $117,000,000 | $116,655,745 |
| Accounts | 288 | 184 |
| Employees | 2 | 5 |
| Website | https://www.facebook.com/crosspointcm | https://www.facebook.com/Tidwell-Wealth-Management-582774235731585/ |
| amount percentile | 35th | 35th |
| Score | 75/100 | 45/100 |
| Peer rank and all 166 CA records (CSV) | 🔒 Click to unlock → | |
| Official source URLs for every peer record | 🔒 Click to unlock → | |
Official records: Crosspoint Capital Management · Tidwell Wealth Management LLC
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.