Tidehaven Wealth, LLC

RIASEC RegisteredEst. 2026

Total AUM

$125M

Discretionary

$125M

100% of AUM

Avg account

$229K

Accounts

545

Employees

Advisory reps

Firm details

Headquarters: Mount Pleasant, South Carolina
CRD number: 281814
Registered since: March 12, 2026
Website: www.tidehavenwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI65.1%
Individuals34.9%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Tidehaven Wealth, LLC is an independent, individual-owned registered investment adviser formed as an LLC and listed as SEC-registered in 2026. The firm serves primarily individual and family clients and combines portfolio management and financial planning for individuals and small businesses with insurance brokerage capabilities. Its client billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Tidehaven does not position itself as a capital allocator or sponsor of external funds, does not describe itself as an active ESG investor, and is not registered as a multi-state adviser.