Tidehaven Wealth, LLC
Tidehaven Wealth, LLC is an SEC-registered mass-market adviser in Mount Pleasant, SC with $125.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Tidehaven Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281814, SEC 801-135544, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $125.0M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Mount Pleasant, SC
- Employees
- 2
- Clients
- 163
- CRD
- 281814
- Ownership
- CATALANA, KATHRYN, GRANTZ; GRUENEBERGER, MICHAEL, WILSON
How much AUM does Tidehaven Wealth, LLC have?
Tidehaven Wealth, LLC reported $125.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Tidehaven Wealth, LLC?
Disclosed owners and executives of Tidehaven Wealth, LLC include CATALANA, KATHRYN, GRANTZ, GRUENEBERGER, MICHAEL, WILSON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.