Wealth manager, independent · Mount Pleasant, SC
Tidehaven Wealth, LLC
SEC-registered investment adviser · CRD 281814 · SEC 801-135544
At a glance
Tidehaven Wealth, LLC is an SEC-registered investment adviser based in Mount Pleasant, South Carolina, with $125 million in regulatory assets under management as of its Form ADV filed July 16, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 163 individual clients. By Form ADV it is a wealth manager, ranked 7,560th of 8,915 wealth managers and 14,541st of 17,210 SEC-registered advisers by assets.
Main office 843-284-8040tidehavenwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $125M
- Rank among wealth managers
- #7,560 of 8,915
- Rank among all SEC RIAs
- #14,541 of 17,210
- Rank in South Carolina
- #100 of 116
- Individual clients
- 163
- High-net-worth clients
- 48
- Accounts
- 545
- Discretionary
- 100% of AUM
- Employees
- 2
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Michael W. GruenebergerPartner
- Kathryn G. CatalanaPartner / CCO
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 48 | $81M | 65% |
| Individuals | 115 | $44M | 35% |
Disciplinary disclosures
Tidehaven Wealth, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗tidehavenwealth.com ↗
AtlasMembers
The full record on Tidehaven Wealth, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 4,889 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Tidehaven Wealth, LLC manage?
Tidehaven Wealth, LLC reports $125 million in regulatory assets under management across 545 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 16, 2026.
What kind of firm is Tidehaven Wealth, LLC?
Tidehaven Wealth, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Tidehaven Wealth, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($81 million, 48 clients); individuals ($44 million, 115 clients).
Does Tidehaven Wealth, LLC have any disciplinary history?
Tidehaven Wealth, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Tidehaven Wealth, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →