Overview
Assets Under Management: $125 million
Headquarters: MOUNT PLEASANT, SC
High-Net-Worth Clients: 48
Average Client Assets: $1.7 million
Frequently Asked Questions
TIDEHAVEN WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281814), TIDEHAVEN WEALTH, LLC is subject to fiduciary duty under federal law.
TIDEHAVEN WEALTH, LLC is headquartered in MOUNT PLEASANT, SC.
TIDEHAVEN WEALTH, LLC serves 48 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, TIDEHAVEN WEALTH, LLC offers financial planning and portfolio management for individuals. View all service details ↓
TIDEHAVEN WEALTH, LLC manages $125 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, TIDEHAVEN WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.10%
Average Client Assets: $1.7 million
Total Client Accounts: 545
Discretionary Accounts: 543
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 281814
Filing ID: 2082288
Last Filing Date: 2026-03-25 12:18:24