TIDEHAVEN WEALTH, LLC
Firm details
- Headquarters
- MOUNT PLEASANT, South Carolina
- CRD number
- 281814
- Registered since
- March 12, 2026
- Website
- www.tidehavenwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.1%
- Individuals34.9%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tidehaven Wealth, LLC is an independent, individually owned registered investment adviser that provides financial planning and portfolio management primarily to individual and family clients, with an explicit focus that includes small-business portfolios. SEC registration is noted as 2026. The firm also operates as an insurance broker, and its fee schedule mixes percentage-of-AUM billing with hourly and fixed-fee engagements. FINTRX flags Tidehaven as not being a capital allocator, not active on ESG mandates, and not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities4%
- Cash & Cash Equivalents3%
Contacts
2 of 2MICHAEL GRUENEBERGER
Partner, Financial PlannerCRD 4802813
KATHRYN CATALANA
PartnerCRD 4809950
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MOUNT PLEASANT, SC
CHARLESTON
Location
MOUNT PLEASANT, SC
Headquartered in MOUNT PLEASANT, SC, in the South of the United States.
- Region
- South
- County
- CHARLESTON
- Address
- 238 Mathis Ferry Rd
- Time zone
- ET (UTC-5)
- Office locations
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