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Tidehaven Wealth, LLC

● SEC registered since 2026CRD 281814SEC# 801-135544Mount Pleasant, SC
Export (members)
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
NameTitleOwnershipSince
Kathryn Grantz Catalana ControlPartner / Cco50-75%2015
Michael Wilson Grueneberger ControlPartner50-75%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

Address238 Mathis Ferry Road, Unit 104, Mount Pleasant, SC 29464
Phone843-284-8040
Fax843-284-8166
Office hours9-5
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$124.8M
Non-discretionary$174K
Total (RAUM)$125M