Tidehaven Wealth, LLC

Tidehaven Wealth, LLC (CRD# 281814) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $86,257,397 in 504 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1092 Johnnie Dodds Blvd, Suite 103, Mount Pleasant, SC 29464
http://www.tidehavenwealth.com
By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    504
    ACCOUNTS
  • Average Account Value
    $171,146
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
The map below shows states where this firm has explicit registration only.

GA, LA, NC, SC, TX

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

Kathryn Catalana (CRD# 4809950) is an Investment Advisor Representative working at Tidehaven Wealth, LLC in Mount Pleasant, SC and has over 18 years of experience in the finance industry.

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

Michael Grueneberger (CRD# 4802813) is an Investment Advisor Representative working at Tidehaven Wealth, LLC in Mount Pleasant, SC and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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