Tidehaven Wealth, LLC
Tidehaven Wealth, LLC (CRD# 281814) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $18,500,000 in 232 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management19MILLION
Total Number of Accounts232ACCOUNTS
Average Account Value$79,741
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
LA, SC, TX
Kathryn Catalana (CRD# 4809950) is an Investment Advisor Representative working at Tidehaven Wealth, LLC in Mount Pleasant, SC and has over 12 years of experience in the finance industry. Kathryn Catalana has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Grueneberger (CRD# 4802813) is an Investment Advisor Representative working at Tidehaven Wealth, LLC in Mount Pleasant, SC and has over 13 years of experience in the finance industry.