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).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    232
    ACCOUNTS
  • Average Account Value
    $79,741
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, SC, TX

Financial Advisors at Tidehaven Wealth, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kathryn G. Catalana
CRD#: 4809950
1092 Johnnie Dodds Blvd, Suite 103, Mount Pleasant, SC 29464
96
Wealthminder
score

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.

2
Michael W. Grueneberger
CRD#: 4802813
1092 Johnnie Dodds Blvd, Suite 103, Mount Pleasant, SC 29464
93
Wealthminder
score

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.

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