| Name | Title | Ownership | Since |
|---|---|---|---|
| Kathryn Grantz Catalana Control | Partner / Cco | 50-75% | 2015 |
| Michael Wilson Grueneberger Control | Partner | 50-75% | 2015 |
Tidehaven Wealth, LLC reports $125 million in regulatory assets under management on its Form ADV.
Tidehaven Wealth, LLC reports 2 employees.
Tidehaven Wealth, LLC is based in Mount Pleasant, SC and has been SEC-registered since 2026.
Tidehaven Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $124.8M |
| Non-discretionary | $174K |
| Total (RAUM) | $125M |