Tidehaven Wealth, LLC
● SEC registered since 2026CRD 281814SEC# 801-135544Mount Pleasant, SC
Reg. AUM
$125M
Employees
2
Accounts
545
Location
Mount Pleasant, SC
Tidehaven Wealth, LLC assets under management
Tidehaven Wealth, LLC operates as an SEC-registered investment adviser based in Mount Pleasant, SC. The firm has been registered since 2026. It reports $125 million in regulatory assets under management and employs 2 people.
Tidehaven Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kathryn Grantz Catalana Control | Partner / Cco | 50-75% | 2015 |
| Michael Wilson Grueneberger Control | Partner | 50-75% | 2015 |
Frequently asked questions
How much does Tidehaven Wealth, LLC manage?
Tidehaven Wealth, LLC reports $125 million in regulatory assets under management on its Form ADV.
How many employees does Tidehaven Wealth, LLC have?
Tidehaven Wealth, LLC reports 2 employees.
Where is Tidehaven Wealth, LLC located?
Tidehaven Wealth, LLC is based in Mount Pleasant, SC and has been SEC-registered since 2026.
Does Tidehaven Wealth, LLC disclose fund performance?
Tidehaven Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 238 Mathis Ferry Road, Unit 104, Mount Pleasant, SC 29464 |
| Phone | 843-284-8040 |
| Fax | 843-284-8166 |
| Office hours | 9-5 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$125MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$125Mregulatory AUM
Discretionary $124.8MNon-discretionary $174K