Tidehaven Wealth LLC

Tidehaven Wealth LLC (CRD# 281814) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $4,898,075 in 62 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $79,001
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
  • Selection of other advisers (including private fund managers)
  • 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
1156 Bowman Road, Suite 100b, 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 11 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
1156 Bowman Road, Suite 100b, 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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