Tidewater Wealth Advisors

Overview

Tidewater Wealth Advisors is a small, fee-based advisory firm that manages portfolios primarily for individual and family clients. The firm focuses on discretionary portfolio management and the selection of third‑party advisers, acting as a capital allocator that combines pooled vehicles and external managers with direct fixed income and insurance solutions. Tidewater does not identify as an active ESG investor and operates on a single-state basis. Its business model centers on percentage-of-AUM fees and personalized relationship management rather than institutional pension consulting or multi-state retail scale. Investment activity leans toward pooled public funds and mutual funds as the core building blocks of client portfolios, supplemented by targeted allocations to third‑party alternative managers. The adviser appears to favor income- and diversification-oriented strategies (real estate, REITs, commodities, oil & gas) alongside traditional mutual funds and corporate debt positions. The firm also uses annuities as part of its client solutions where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices